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Retirement is calling

What to Expect from Your First Meeting with a Financial Advisor

By the Retirement Solutions Show

On this week’s podcast episode, we share what to expect when you meet with a financial advisor for the first time.

Retirement planning can feel overwhelming. But, when you have a team of professionals on your side, it can make the process less stressful and more successful.

Ralph and David Hicks share what will happen when you meet with a financial advisor at Oakmont, including:

  • Understanding your financial background and goals
  • Uncovering your risk tolerance
  • Analyzing and stress testing your portfolio

They also discuss how retirement planning can feel like a game of football.

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