Meeting with Financial Advisor

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My company's financial advisor is holding meetings for employees next week to discuss our retirement portfolio. I am interested in the board's experience with meeting their company's financial adviser. Anything I might should know or do beforehand to make it a meaningful session?

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Group meetings or one on ones?

That's not much time. You are going to be doing an allocation. Read up on the funds and make sure you tell him your risk tolerance. Have a few funds that you like penciled down to see if they are a good fit for you.

Thanks I appreciate both you and GoCrazyAuburn's advice. I realize it is a short amount of time to get a bit of good information across the table. Earlier this year I was very interested in reaching out to a financial advisor, yet I used Money Talk/Google and book reading as my guide. I figured this might be an opportune time to dip my feet in the water and see if a financial advisor would be meaningful down the road for me.

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I figured this might be an opportune time to dip my feet in the water and see if a financial advisor would be meaningful down the road for me.

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An advisor isn't going to be a bad deal. At the very least you'll always get some advice that you can look into. We aren't cheap and some people are put off by that. But we are expensive for a reason.

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I'm not sure I'd trust advice from a financial advisor named "Broke".

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I wouldn't either. Thank goodness my clients don't know I'm dirt poor.

Here goes my attempt of a copy/paste:
Asset Allocation - Lifecycle
Retirement Living through 2050
Retirement Living through 2045
Retirement Living through 2040
Retirement Living through 2035
Retirement Living through 2030
Retirement Living through 2025
Retirement Living through 2020
Retirement Living through 2015
Retirement Living through 2010
Retirement Choices at 2050
Retirement Choices at 2045
Retirement Choices at 2040
Retirement Choices at 2035
Retirement Choices at 2030
Retirement Choices at 2025
Retirement Choices at 2020
Retirement Choices at 2015
Retirement Choices at 2010

Asset Allocation - Lifestyle
Lifestyle Aggressive
Lifestyle Growth
Lifestyle Balanced
Lifestyle Moderate
Lifestyle Conservative

Aggressive Growth
Real Est. Securities Fund
DFA Emerging Markets Value
Oppenheimer Developing Mkt
PIMCO Commodity Real Return
Energy
Dodge & Cox International St
DFA International Value
SSgA Mid Growth Index Fund
International Value Fund
Mid Cap Stock Fund
T. Rowe Price Sci & Tech
DFA U.S. Small Cap Fund
Small Cap Growth Index
Intl Equity Index Fund
Science & Technology Fund
Financial Services Fund
Small Cap Index Fund
American Century Heritage
John Hancock Intl Growth
Small Cap Growth Fund
Inv Small Cap Growth
EuroPacific Growth Fund
Franklin Small-Mid Growth
Legg Mason ClearBr Agg Growth
International Growth Fund
T. Rowe Price Health Sci

Growth
Small Cap Opportunities Fund
SSgA Mid Value Index Fund
Aston/Fairpointe Mid Cap Fund
Small Cap Value Index
Columbia Mid Cap Value
Small Cap Value Fund
Blue Chip Growth Fund
Mid Cap Index Fund
Oppenheimer Global
Fundamental All Cap Core Fund
Mid Value Fund
Capital World Growth & Income
Capital Appreciation Fund
Templeton World
Domini Social Equity
All Cap Core Fund
All Cap Value Fund
JPM MidCap Value Fund
New Perspective Fund
Pru Jennison Mid Growth Fund
Utilities Fund
Total Stock Market Index Fund 72.45%
John Hancock Disciplined Value
Growth Index Fund
The Growth Fund of America
Fidelity ContraFund

Growth & Income
Dodge & Cox Stock Fund
Fundamental Large Cap Value
Davis New York Venture
T. Rowe Price Equity Inc
Value Index Fund
500 Index Fund 27.55%
Mutual Beacon
FT Founding Allocation
Washington Mutual Investors
Investment Company of America
U.S. Equity Fund
Ivy Asset Strategy Fund
T. Rowe Price Cap Appreciation
Capital Income Builder
Pax World Balanced Fund
Income Fund of America
Core Global Diversification
American Balanced Fund
BlackRock Global Allocation
PIMCO All Asset
Mutual Global Discovery
Core Diversified Grwth & Inc
Core Fundamental Holdings

Income
High Yield Fund
Global Bond Fund
Real Return Bond Fund
PIMCO Global Bond
PIMCO Real Return
T. Rowe Price Spectrum Inc
Strategic Income Opp Fund
Active Bond Fund
Total Return Fund
PIMCO Total Return
Total Bond Market Fund

Conservative
John Hancock Stable Val

Thanks Slick. Do you have a similar resource at your company?

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Posted by RickAstley Thanks Slick. Do you have a similar resource at your company?

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Yes, and while everyone else was complaining about not having enough time, I was able to come up with a solid strategy in my time. Also, it's much easier to establish a relationship when you show you are knowledgeable and take an interest in it. I get quick correspondence when I email him.

Yea I have been in contact with the financial advisor and the one we have assigned to us has been quick to respond to my emails. I am very interested in this meeting as I have been fairly ignorant to the resources I have available regarding my retirement. How long are your meetings typically? And is your advisor available to you year round?

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Dont forget to consider the fund's expense ratio as you make changes.

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I know, right.