I'm 67 and Want to Retire in 3 Years. I Have Multiple IRAs and 'Desperately' Need a Financial Adviser. But What Should I Be Looking for?

Rather than seeking an adviser solely for IRA investment portfolio assistance, it may be more advantageous to find a CERTIFIED FINANCIAL PLANNER® professional who can craft a comprehensive financial plan. The value of working with a CFP® professional lies in their rigorous educational background, extensive work experience and commitment to acting as a fiduciary.

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