FAQ

Should I hire a financial advisor?

Many believe that having a financial professional to guide you can improve your financial outlook. Having an experienced and objective third party involved to help you make critical financial decisions can help you understand all of your options and make better choices about your money. This could result in extra assets for you in your retirement years.

Do you have an account or relationships minimum?

Some Retirement Professionals have a $500,000 minimum across a family of accounts. However, we require a $10,000 minimum.

How are Retirement Professionals paid?

We are paid a percentage of the commissions from insurance products.

Can I access my money when I need it?

Our goal is to help ensure your money is properly allocated in financial products that offer a measure of liquidity without significant penalties for withdrawal. We also work with clients to help them establish emergency funds and backup sources for income if needed.