- Consult with an expert – Financial advisors are specially trained to help people manage their finances. If you work with a financial advisor, schedule an appointment to review your portfolio. Discuss your concerns and request an assessment of the performance of your holdings. If you do not receive the guidance and information you need, or do not have a Financial Advisor, the Financial Advisors at AARP Financial are a great resource.
- Get Informed – Research shows that many people struggle with fundamental financial terms and concepts. Take steps to get the information you need by visiting www.aarpfinancial.com to learn more about investing for the future.
- Don’t be Afraid to Ask for Help – AARP Financial’s salaried Financial Advisors provide personalized investment advice to help you make the most of your retirement investments. They can be reached at 1-888-778-6187.
*An Automatic Investment Plan does not assure a profit and does not protect against a loss in a declining market
While AARP endorses the services provided by AARP Financial Inc., AARP does not offer financial products or services itself and cannot recommend that you or any specific individual should purchase any particular product or service. AARP Financial Inc. is a registered investment adviser and a subsidiary of AARP.
The Financial Advisors are investment adviser representatives of AARP Financial Inc., a registered investment adviser.