FAQs

Explore Your Options

Our CERTIFIED FINANCIAL PLANNER^® professionals understand that you may have specific questions when it comes to making important decisions about your future. Here, they answer some of the most frequently asked questions to give you more information about our firm and the vital work that they do.

About Retirement Investment Advisors

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I’ve never worked with a financial advisor before. What is the process and what does that long term engagement look like?

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What is your investment philosophy?

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How are you compensated?

Finding the Right Advisor

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How do I find a trustworthy financial advisor?

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What is a fiduciary and are you one?

Beginning to Plan for Retirement

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How should I invest for my retirement?

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Are there ways to pay less in taxes while I’m working? What about when I retire?

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What is the best way to save for college for my grandchildren?

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What is a Roth Conversion, and how do I know if it’s right for my situation?

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I’ve just inherited a large amount of money. How do I decide what to do with it?

Legacy Planning

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What should I do with my retirement account from my previous employer?

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How will you arrange my retirement investments so I can enjoy retirement now and the rest of my life?

Market Expertise

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How does inflation impact my retirement plan?

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The “experts” on TV say the markets are going down, what should I do?

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