5 Steps to Finding a Financial Advisor You Can Trust

Critical questions for a worry-free retirement

With 5 Steps, Randy L. Thurman provides a step-by-step guide to living the worry-free retirement you deserve. He presents critical questions to ask and the answers you should expect from a financial advisor who has your best interest at heart. If you aren’t getting them, it might be time to enlist the help of a financial professional with the experience to understand your needs now that you’ve retired.

Inspired by—or motivated by how much his answer troubled him—the question “What percentage of financial advisors would you recommend to your mom?”, Randy answers, “2%”.

Just one advisor out of fifty was good enough to trust with his mom’s money—or yours. After that realization, Randy was determined to share everything people need to know to find an advisor they can trust. In 5 Steps to Finding a Financial Advisor You Can Trust you’ll discover:

  • The three essential qualities you need in a financial advisor
  • What a good financial advisor can and should do for you
  • Three questions that will eliminate 90% of all candidates
  • The difference between investing after retirement and investing to accumulate wealth
  • The one question to discern if an advisor will make your best interest their top priority.

“There are endless ways to assess market data, and unlimited factors to consider. Risk and return probably come to mind, and without a doubt those are critical,” Thurman writes regarding the expanded data. “But when all is said and done, and once all the numbers are crunched and all the spreadsheets have been scrutinized, all that really matters to you is this: You want your money to last as long as you do.”

Download A Free Chapter

  • You can have it all in retirement—you just need the right plan. With the help of Randy L. Thurman and the distilled retirement wisdom in The All-Weather Retirement Portfolio you can devise a strategy that gives you a lasting income for 40 years. Download your free chapter to discover how.

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The All Weather Retirement Portfolio book cover

The All-Weather Retirement Portfolio

Generate Worry-Free Retirement Income for Life!

When it comes to your retirement, there are no do-overs, and the margin for error between a worry-free retirement and one fraught with financial stress is razor-thin. That’s why you need to build a retirement portfolio that can weather even the most severe financial storm.

To help aspiring retirees and those in the midst of their retirement years, author and CEO of Retirement Investment Advisors Inc. Randy L. Thurman has released a new volume of The All-Weather Retirement Portfolio, the revolutionary retirement guide now updated with 40 more years of market data reaching back to 1930. From which, Thurman compiled 51 hypothetical portfolios designed to weather some of the worst economic downturns of the last 90 years.


Book Events

Thursday, June 23, 2022 from 3-5 pm (Come and Go)

Full Circle Bookstore

50 Penn Place

1900 Northwest Expressway Oklahoma City, OK 73118

Tuesday, July 12 from 9-11 am (Meet and Greet, presentation and Q&A)

Oklahoma City Community College

Bruce Owen Theatre

3100 SW 74th Street OKC, OK 73159

Park in Parking lot D

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