Draft a Retirement Wish List for Your Financial Adviser

If you want to make your first meeting more meaningful, come prepared. Here's where to start.

(Image credit: Photolyric Stock Productions (Klöpper & Eisenschmidt GbR))

Before your first visit, most financial professionals will ask you to pull together a lot of paperwork.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Les Goldstein, Investment Adviser
Founder and President, Personal Financial Strategies Inc.

Les Goldstein is the founder and president of Personal Financial Strategies Inc., a branch office of Securities America Inc., member FINRA/SIPC. Personal Financial Strategies and Securities America are separate entities. As an Investment Adviser Representative with Securities America Advisors Inc. in the greater Chicago area, he helps clients create a retirement lifestyle for themselves and leave a meaningful financial legacy for their loved ones.