Saving for retirement

Working with your advisor

Successful retirement planning requires detailed financial knowledge and expertise. That’s why it’s so important to work with a financial advisor to create your retirement plan and fine-tune it along the way.

single user

Your situation is unique, so not everything in each section will apply. But consider carefully the issues that do apply to you, so you’ll be ready to discuss them with your advisor.


three users

Your retirement planning is a team effort, and you can help the process by being prepared to work with your advisor. Key tasks include

  • identifying your current financial priorities and retirement planning issues and concerns
  • helping your advisor effectively address your retirement issues and concerns to create a realistic plan for you
  • adapting your retirement plan when significant life changes occur