Three Easy Steps to Choosing the Right Financial Professional

24 Aug - Posted at 18:15h in Retirement

Choosing the right financial professional/agent may seem like a stressful and daunting task. Planning for your retirement is a big deal. You don't want to share your financial details with someone who feels like a stranger nor do you want to work with someone who might not have your best interest at heart. At Appreciation Financial, we know how to choose a financial professional that's right for you because our team is made up of the best in the industry.

All you need to do is follow these three easy steps to feel confident about choosing the right representative to assist with your financial goals:

1. Find a financial professional you can trust

Look for an agent who has experience and works for a trusted company. Anyone can call themselves a financial professional, but you don’t want just anyone’s advice. You want advice from someone who is credible and places your needs first.

You want someone who is invested in helping you succeed.

At Appreciation Financial our clients are a part of our Appreciation family and that is how we treat them. Love is one of our core values and we are passionate about helping public employees and their families make and save money, and we love what we do!

2. Meet with your potential financial professional

Have a meeting before agreeing to work with a specific agent. This can be accomplished with an introductory phone call or video call. In-person meetings are not recommended in 2020, but if you're reading this at a time when Covid-19 isn't interfering with social interactions, then an in-person meeting is a great way to get to know a potential agent.

This will help you evaluate the agent and see if you can build a relationship with them. You want to be comfortable around them—a topic as important and intimate as your finances deserves an agent that is respectful and honest. Find someone who is open and willing to answer all your questions. They should feel like a friend, not a stranger.

Ask them about their qualifications, past experience, and approach to planning.

3. Choose the financial professional who best fits your needs

If you are planning your retirement, you will want to choose someone that specializes in retirement planning. Retirement looks different for each person and for each career.

Give us a Call

These steps will make choosing the right financial agent easier and less stressful. Your financial goals are vital to preserving your livelihood and ensuring that you have the resources to retire comfortably and with dignity. A member of our team can meet all of your needs. When it comes to retiring as a teacher or public servant, Appreciation Financial knows how to help you balance your goals with your financial needs. With over fifty years of combined experience, we leverage our existing knowledge and extensive training to provide the best service to the best customers.

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