Alert
Close

Last chance – give now. Before 2014 ends, help struggling seniors. Donate

Most
Popular

Viewed

Take Charge of Your Future

Hire a Financial Pro to Help You Fund Your Long-Term Care Plan

Find the right type of assistance for your situation

  • Arrive at the appointment with a list of questions. What services do you offer? What degrees, licenses and certifications do you hold? What is your specialty?

  • Make sure you understand how the person gets paid. Financial professionals charge for their services in a variety of ways, including hourly rates, flat fees, percentage of assets managed or commission. Keep in mind that some professionals who earn commissions may not have your best interests at heart.

  • Consider whether you feel comfortable with the person. A good financial professional welcomes questions and can explain answers clearly.

  • Request client references and check them. How long have they used the person? What do they like most — and least? Would they recommend the person to a family member?

  • Verify the person's credentials with the appropriate regulating or certifying organization. You can do this through professional associations and licensing agencies.

Remember that you are hiring someone to help you plan for your future. This is no time to be shy. To learn more about working with a financial professional, visit aarp.org/money.

You may also like: Take Charge of Your Future

Topic Alerts

You can get weekly email alerts on the topics below. Just click “Follow.”

Manage Alerts

Processing

Please wait...

progress bar, please wait

Tell Us WhatYou Think

Please leave your comment below.

Caregiving
Resource Center

Find tools, work sheets and tips on how to plan, prepare and succeed as a caregiver. Select a Caregiving Resource Center topic from the drop-down menu below.

Discounts & Benefits

From companies that meet the high standards of service and quality set by AARP.

Smiling man brushing his teeth

Members can get an instant quote from AARP® Dental Insurance program by Delta Dental.

Prescription medication spilling out of bottle

Members get a free Rx discount card from AARP® Prescription Discounts provided by Catamaran.

AARP membership discount Man trying on eyeglasses at optometrists smiling

Members save up to 60% on eye exams at LensCrafters.

Caregiving walking

Caregiving can be a lonely journey, but AARP offers resources that can help.