The Big Questions Your Financial Advisor Should Be Asking You

Published on: May 6, 2023

Finding a financial advisor you trust is critical to gaining confidence in your retirement plan, and hopefully, this episode of Beacon Retirement Strategies will help you with that.

Here are a few of the big questions your financial advisor should be asking you on a regular basis, and not just at the beginning of your relationship.


  • What are your top goals both inside and outside of your retirement portfolio?
  • What retirement assets do you currently have?
  • What debt do you have or plan on taking on?
  • How much will you need to live comfortably throughout retirement?

Outliving your income is a huge concern for retirees. Once you retire, the last thing you want to do is sacrifice your lifestyle, be blindsided with unexpected expenses, or have to go back to work. See how you can make your money work for you with a FREE Retirement Income Analysis.

Whether you work with us or not, we are happy to talk with you and give you a free second opinion. We’re all in this together.

Schedule your Free Retirement Income Analysis today.

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