ChooseAFinancialAdvisor.com

Do I need a financial advisor?

Five quick questions. There are no wrong answers, and nothing is saved.

1. Do you know roughly how much you need to save for retirement?
2. Have you had a big life change recently or coming up (marriage, kids, inheritance, retirement, selling a business)?
3. How do you feel about choosing investments yourself?
4. Do you have accounts spread across several places?
5. How much time do you want to spend on your finances each month?

Educational example only, not financial advice. Real costs and results vary.