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What does your financial advisor do to make sure your needs are being met?

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“Our advisor does a quarterly review of our assets. I used to feel like meeting that often was too much, but with the way the market is right now, I’m almost wondering if it’s enough.”
– Jan R., 70, New York, N.Y.

“My advisor is very detailed-oriented. He has a monthly newsletter that he sends out to keep clients up to date on the markets and the various investment options out there.”
– Bill J., 61, Boston, Mass.

“We’re lucky. My brother-in-law is our advisor and he keeps me and my husband in the loop on what is happening with our investments. We had a lot of questions when the economy got crazy and he was there to calm us down and keep our sanity.”
– Sally K., 58, Denver, Colo.


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