Your Financial Advisor Left. Should You Stay or Switch?

When your financial advisor leaves the firm, should you stay with their replacement—or start looking elsewhere? As retirement approaches, that decision deserves a closer look. In this episode of Winning Retirement, Greg and Kristin Taylor of Legacy Retirement Group discuss questions to ask before choosing your next financial advisor, including how their services fit your goals and what you receive for the fees you pay. We cover: • Evaluating an advisor’s experience with retirement income, Social Security, and Medicare planning • Looking beyond investment performance when comparing services • Coordinating with independent tax and legal professionals • Building an emergency fund and managing unexpected expenses • Planning ahead so you can make a more informed decision about when to retire Greg also shares a personal story about a car repair he couldn’t afford—and the generosity he still remembers today. Explore retirement planning resources or connect with our team: https://legacyretirementgroup.com Legacy Retirement Group Plan Smart. Retire Well. This content is for educational purposes only and is not individualized investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Consult qualified professionals regarding your circumstances. #RetirementPlanning #FinancialAdvisor #WinningRetirement