6 Questions Your Financial Adviser Should be Asking

To effectively help you with your retirement strategy, a retirement professional must get a clear picture of what you have and what you need.

A couple sit at a round table looking at paperwork with a financial adviser who has his laptop open.
(Image credit: Getty Images)

Many new and prospective clients have no idea how to prepare for their first meeting with a retirement professional. That means it’s really up to the financial adviser to get the conversation started — and then steer it in the right direction.

Unless your adviser has a complete picture of your current financial situation and really understands your goals (and challenges) moving forward, it can be difficult to create an effective retirement strategy.

When we boil it down to its essence, our experience tells us that the main question on your mind is: “Will my money last as long as I do?”

If you’re hoping for a truly personalized strategy designed to accomplish exactly that, here are six questions your financial adviser should be asking in order to help you build your strategy:

Tyler Hill is an Investment Adviser Representative at Freedom Financial Group (opens in new tab) . She earned a bachelor’s degree in finance at Auburn University and has passed the Series 65 securities exam; she also holds a life and health insurance license. Tyler has more than a decade of experience in financial services and has been an Investment Adviser Representative for the past three years. She brings her retirement planning skills to work every day, building strategies for client families and helping them stay on track with their goals.