Ask Terry Questions Choosing a Financial Advisor

Choosing a Financial Advisor

By Terry Savage on April 18, 2025 | Financial Planning / Retirement

Hello Terry,
I am looking for a new retirement planner. I meet with someone claiming to be a vetted financial planner. He recommends an indexed annuity. This surprised me. When searching the internet, the company does not list being vetted. Does saying your vetted make it true?

THANK YOU

Terry Says

No, it doesn’t! I don’t know what “vetted” actually means.
HERE is the one way I can be sure you will be introduced to a fee-only FIDUCIARY advisor you can trust: https://www.terrysavage.com/pam-krueger-wealthramp/

Recent Financial Planning / Retirement Questions

money

ASK TERRY

a personal
finance question