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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