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Retire Secure Financial Planning
Evanston fee-only retirement and investment planning.
Female-owned fee-only planning and investment management firm in Evanston serving the greater Chicago area. Special focus on retirement planning.
Questions to ask Retire Secure Financial Planning
Every financial planners interview should cover these four questions before you sign anything.
- 1Are you a fee-only fiduciary (no product commissions)?
- 2Do you hold the CFP® designation?
- 3How do you coordinate with an elder law attorney on Medicaid planning?
- 4Have you modeled long-term care costs for other Chicagoland families?
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