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5 key questions to ask at annual review time · Is your investment strategy on track? · Are you saving tax-efficiently? · Are you protecting your income? · Are you. Top 5 (k) Rollover Questions to Ask Your Advisor · 1. What Are My Options? · 2. What Are the Fees in My Plan? · 3. How Will the Fees Change if I Do a Rollover? 1. How will we work together? · 2. How will you communicate with me, and how often? · 3. What services do you provide? · 4. What's your investment philosophy? · 5. Are you a CERTIFIED FINANCIAL PLANNER™? · Are you a fiduciary? · How are you compensated? · What are your clients like? · Am I required to move my investment. 1. Am I on track to meet all my financial goals? · 2. Am I prepared to handle unexpected events? · 3. Is my investment strategy in line with my long-term goals. We help financial professionals break down & simplify retirement challenges with strategies, tools, & products like annuities, mutual funds, life insurance. 6 Questions to Ask Potential (k) Advisors · 1) Are you a 3(38) investment management fiduciary? · 2) What are your fees and fee structure? · 3). 1. How long have you been working as a financial advisor? · 2. What is your experience with investment planning and portfolio management? · 3. How long has your firm been in business? · How much funds do you have under management? · Do you hold a professional certification? · What is the.
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