I need guidance on this subject. Will be retiring in a couple of years with a company pension and 401K with lots of different distribution options. Don't just want to "commit" unless I know I have a feel for that person.
Was wondering if I can make appointments for "meet and greet"?? Don't mind paying a consult fee.
What questions do I ask? Fee (what is reasonable?), strategies, references, etc. Have several friends who have retired with same company, all with different advisors /planners and claimed results all over the board.
Is there a good Ag who can just lead me in the right direction? Would prefer direct message.