Advisor Website Home | Contact Us | Site Map | Help | Career Opportunities

Questions to ask your financial adviser for 2013

What to bring to a meeting with your adviser

  • Retirement account statements for an IRA, 401(k) and/or 403(b)
  • Savings and checking account statements
  • Education savings account statements for a 529 or Coverdell
  • Compensation details, such as salary, pensions, Social Security, or an inheritance
  • Information to update your beneficiary designations, such as full names, dates of birth and, in some cases, Social Security numbers

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.