5 Steps to Finding a Financial Advisor You Can Trust
Critical questions for a worry-free retirement
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Choosing the right financial advisor can shape your entire retirement. In 5 Steps to Finding a Financial Advisor You Can Trust, Randy L. Thurman explains the questions to ask—and the answers to expect—before trusting someone with your life savings.
The book was inspired by a simple but sobering question:
“What percentage of financial advisors would you recommend to your mom?”
Randy’s answer: 2%.
The three qualities every trustworthy advisor must have
Three questions that eliminate most advisor candidates
What changes when investing shifts from accumulation to income
How to tell if an advisor truly puts your interests first
Retirees or pre-retirees choosing an advisor
Anyone questioning their current advisor
Investors who want clarity before committing their savings
“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.”
Retirement leaves little room for error. The All-Weather Retirement Portfolio outlines a disciplined approach to income planning built to withstand market volatility and economic change—using historical data dating back to 1930.
How to design a portfolio for multiple market environments
Why retirement income planning differs from accumulation
How to manage risk without market timing
How flexibility helps a plan last decades
Retirees worried about reliable income
Pre-retirees preparing for volatility
Investors seeking a long-term, rules-based strategy
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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