5 Steps to Finding a Financial Advisor You Can Trust
Critical questions for a worry-free retirement
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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:
“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.”
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.
Confused about retirement? Tired of being frustrated with your investment strategy? This book will take your worries away and bring you the confidence to achieve a comfortable retirement—on your terms—for life.”
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