Longevity

Expenses should be a top priority for any financial services consumer.  Many people have been conditioned to be aware of expenses when it comes to investment products.  Indexed-bases investment management companies such as

The full menu or “laundry list” of

• Objectivity: Does the information provided to you appear to be in your best interests and be free of any conflicts of interest?  Is the advisor open to discussing products and solutions that may fall outside of their area of focus and expertise if it makes sense for you?  The fiduciary question is a good starting point.

The following are a few key concepts to think about, look for, or listen to when developing a financial plan:

Information Gathering: This is one of the first steps in the financial planning process.  Your financial advisor should gather quite a bit of information about you and your current financial status.