About Retirement Investment Advisors
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You say your firm is “conservative.” What does that mean?
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How will you arrange my investments to meet my need for income and growth?
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What is your firm’s investment philosophy?
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What does “fee-only” mean and why has your firm chosen this compensation method?
Finding the Right Advisor
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How do I find the best financial advisor for my needs?
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What is a fiduciary and what is the fiduciary duty?
Beginning to Plan for Retirement
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Should I invest in stocks and mutual funds? Are those good investments?
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What is the difference between a Roth and a traditional IRA?
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How much should I have in an emergency fund?
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I may be inheriting some money. How do I decide what to do with it?
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What is the best way to save for college for my children?
Legacy Planning
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How do I know if my money is going to last into retirement?
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I have $100,000 in savings. What steps should take to invest for my future?
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Should I pay off my credit cards before investing in a 401K?
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What should I do with the retirement funds from my previous job?
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Is Social Security something I can depend on for income when I retire?
Market Expertise
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What is inflation and how does it impact planning for my retirement?
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What should I do if the experts say the market is going to go down?
Ready to Get Started?
So are we. Contact us today and we’ll be off and running.