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How has your financial situation changed since you've gotten an advisor?

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The best thing, I think, is peace of mind. I used to worry about every little detail and now the advisor does that for me.
- Beverly T., 63, Portland, Ore.

I don’t worry as much. I have worked with my advisor to get a financial plan in place and I don’t want to think about it anymore.
- Jim R., 66, San Diego, Calif.

I’m not sure it’s changed. As long as the government is trying to take all my money I’m in a tough situation.
- Sam W., 60, Memphis, Tenn.

Hmmm. I don’t really know that it’s changed too much. Maybe he gives me some product ideas to think about that I wouldn’t have considered on my own.
- Bob D., 61, Houston, Texas