Retirement Planning

11.

Professional Advisory Services

11.1.

Types of Financial Professionals

11.1.1.

Certified Financial Planners

11.1.2.

Registered Investment Advisors

11.1.3.

Certified Public Accountants

11.1.4.

Estate Planning Attorneys

11.1.5.

Insurance Professionals

11.2.

Fiduciary Standards

11.2.1.

Fiduciary vs. Suitability

11.2.2.

Best Interest Standards

11.2.3.

Conflict of Interest Disclosure

11.3.

Advisor Selection Process

11.3.1.

Credential Verification

11.3.2.

Fee Structure Analysis

11.3.2.1.

Fee-Only Advisors

11.3.2.2.

Commission-Based Advisors

11.3.2.3.

Fee-Based Advisors

11.3.3.

Interview Process

11.3.4.

Reference Checking

11.4.

Working with Advisors

11.4.1.

Communication Expectations

11.4.2.

Regular Review Meetings

11.4.3.

Performance Monitoring

11.4.4.

Relationship Management

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10. Estate Planning Integration

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1. Foundations of Retirement Planning