Assess Your Advisor

Take this 2-minute quiz to find out if your advisor passes our test!
OR, if it’s time for a do-over.

The relationship you have with your financial advisor is one of the most important relationships you could have, especially in retirement. But how do you know if your advisor is giving you what you need to provide the lifestyle and peace of mind you, and your family, deserves?

Your decision could save, or cost you hundreds of thousands of dollars.