Develop your plan
We’ve created a series of checklists that you can fill out and show your advisor that will help provide this information.
- Financial snapshot to provide details of your current finances
- Retirement lifestyle to provide an overview of your retirement expectations
- Identify income sources to provide a list of existing and potential sources of retirement income
Ask questions
Be sure to ask questions and seek clarification whenever necessary. Ask your advisor to explain all recommendations, strategies and investments.
The Questions to ask checklist will help create a list of important questions for your advisor. Doing some research can also help broaden your list of questions. Maintain a file of relevant information to help your advisor make informed recommendations.