2min chapter

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Prime Shoppers Spend More

Motley Fool Money

CHAPTER

Finding a Financial Professional That Fits Your Retirement Style

Financial professionals have their own biases. It's also how they're paid. If you go to a registered investment advisor who gets paid 1% a year to manage a portfolio, guess what? The solution is going to be pretty portfolio-based. On the other hand, if you go to an insurance agent who makes money by getting commissions by selling insurance products, that strategy is going to lean heavily on annuities and life insurance. So part of this is also finding a financial professional that links up with your retirement preferences.

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