When thinking about retirement or when you have reached retirement, it is good to have more than one opinion. Many people are considering having more than one financial advisor. This is important to consider and can help make sure that you are not being overly charged by your broker. Your broker might have you in too many proprietary funds and not enough alternative investments, or he may have you too conservative or too aggressive.
One often gets a second opinion for a medical diagnosis, so why not get a second opinion for your retirement? It’s just as important. It is essential to review your retirement goals and dreams to see if they will be on target or not.