Recommended Isn't Enough

Before You Trust an Advisor With Your Retirement, Check the Facts

A trusted referral can be a useful lead—but it cannot tell you whether a financial advisor is qualified, transparent, appropriately registered, or right for your retirement needs. Before you hand over important decisions or savings, learn how to check the facts for yourself.

Recommended Isn't Enough is a practical, independent guide for people approaching retirement, hiring an advisor for the first time, or taking a fresh look at an existing relationship. Jordan K. Granger explains how to distinguish investment advisers, brokers, planners, and other financial professionals; verify credentials and registration through official resources; and make sense of Form CRS, Form ADV, fees, conflicts, and disciplinary disclosures. You’ll also learn what different legal standards mean—and why registration or a clean record is not a guarantee of quality or future results.

Put your research to work with the Financial Advisor Due Diligence Workbook:

Build a repeatable process for asking better questions, weighing evidence, and deciding whom to trust—before and during retirement. This educational guide does not provide individualized investment, tax, or legal advice.