Saving for retirement

Developing your plan

Once you’ve established your goals and priorities, work can begin on detailed financial planning.
 
Your advisor needs open and honest communication to create a retirement plan precisely tailored to your goals and needs. Information that you may think unimportant could be relevant to your plan, so full disclosure is always recommended.
Young couple going over their finances

We’ve created a series of checklists that you can fill out and show your advisor that will help provide this information.

Mature couple meeting with their financial advisor

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.