Your financial adviser will contact you to go through your plan in detail. The conversation lasts 30-60 minutes depending on your situation. Don’t worry about preparing—your financial adviser is here to connect all the pieces and help with any questions you and your partner (if applicable) have about your plan. You can rest assured knowing:
- Our financial advisers are salaried professionals with no sales commissions, so you can be confident your needs come first.
- Your financial adviser is supported by our in-house teams of investment and asset allocation experts, and CERTIFIED FINANCIAL PLANNER™ professionals.
- You decide if the plan is right for you and whether to act on our advice. There’s no obligation or pressure.