Sign #7

One of the signs that you're not working with a specialist is that your advisor doesn't represent themselves as a retirement plan advisor online.

So go to your advisor's LinkedIn page or even their corporate website. What do they lead with? If they're leading with wealth management, they're an occasionalist or a generalist, they're probably not a specialist.

Check out my Corporate Website at srpretire.com

Check out my LinkedIn Profile here

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners, or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any state resident of any other state.

Sign #7 -Your advisor doesn't present themselves as a retirement plan specialist