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Choosing a financial professional

Form a relationship that will last.

One of the most important relationships you may ever have is the one with your financial professional. In fact, according to our 2014-2015 study, "Financial Experiences & Behaviors Among Women," women who use a financial professional report feeling much more confident about their finances than those who do not.

A financial professional can help you:

  • Develop a financial plan to see you through retirement
  • Select appropriate investment products
  • Understand the risks and rewards associated with various products
  • Fund a college education
  • Choose a life insurance policy
  • Invest money from an inheritance or windfall
  • Respond to financial obligations associated with the death of a spouse
  • Process investment transactions
  • Review your portfolio holdings

In fact, according to a LIMRA Retirement study, pre-retirees and retirees who work with advisors are more confident about their retirement outlook:

Retiree's and Pre-retirees' Retirement Outlook

Don't have a financial professional? Find one in your area today..

Insurance issued by the Prudential Insurance Company of America, Newark, NJ, and its affiliates. Each is a Prudential Financial company that is solely responsible for its own financial condition and contractual obligations. Our policies contain exclusions, limitations, reduction and terms for keeping them in force. A licensed financial professional can provide you with complete details. The availability of other products and services varies by carrier and state. Prudential Financial, its affiliates, and other financial professionals do not render tax or legal advice. Be sure to consult with your personal tax and legal advisors.