Brad Liebe is a motivational speaker specializing in helping people set goals, simplify their lives, and establish intentional growth. In addition, Brad Liebe is the owner of KK&B Financial Services for Seniors. At KK&B, he advises and counsels seniors about fiscal responsibility and offers an array of products, including life insurance and Medicare supplemental insurance.
A financial advisor is a huge advantage for seniors, especially those who haven’t previously focused too much on their finances. To find the right one for you, start by checking industry databases such as the Financial Planning Association and the National Association of Personal Financial Advisors. These can be an important resource for learning about what criteria to look for in a financial advisor.
Also, make sure they specialize in working with seniors. Not every financial advisor has the skill set to cater to the aging population, and finding one with experience in the area is crucial.
Before you start searching, do some preliminary research on your own about what financial services and products you might need. Then find an advisor who is well-versed in products such as asset-based long-term care and services such as estate planning.
And, of course, you should always try to meet your financial advisor in person. When you’ve found a few potential advisors, set up an appointment with at least two to discuss your priorities and plans before deciding whom to work with.