Five Steps to Finding a Financial Advisor You Can Trust: What Questions to Ask, When to Ask Them, Why They're So Critical for a Worry-free Retirement

You’ve worked hard and planned carefully so that one day you can retire comfortably.
That time has finally arrived. So why doesn’t it feel as carefree as you imagined? After building your retirement account, it’s time to take money out and use it for everyday expenses — and that requires an entirely new approach to financial planning. You have lots of questions.

This book is a step-by-step guide to the answers you need to let go of your concerns. The key is to enlist the help of a financial professional with the experience to understand your needs now that you’ve retired.

Learn which questions to ask and what answers to expect from an advisor with the specialized knowledge to help you enjoy the worry-free retirement you deserve, so can make your golden years the most meaningful and rewarding years of your life.

RANDY L. THURMAN, CFP®, CPA/PFS™, is CEO of Retirement Investment Advisors, Inc., a billion-dollar advisory firm. Since 1986, he has specialized in researching and applying investment strategies to help retirees achieve comfortable lifetime income. Randy is author of the bestselling The All Weather Retirement Portfolio. He has taught college level investing, personal finance, and economics and is a sought-after speaker at conferences and workshops. His media appearances include Fox News network’s Fox on Money and other broadcast outlets. Randy and his firm have been recognized among America’s top financial advisors by more than forty national publications, including Worth, Bloomberg Wealth Manager, Financial Times, Financial Advisor Magazine, and Medical Economics.