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The Hispanic American Financial Experience - Prudential

Choosing a financial professional

A financial professional can help you:

  • 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:

Retirees' and Pre-Retirees' Retirement Outlook
Advisor Confident that I'll be able to live the retirement lifestyle I want Currently very involved in monitoring and managing my savings Periodically I spend time investigating and deciding whether to buy a specific financial product
Work with advisor 60% 60% 46%
Do not work with advisor 33% 37% 28%
Source: LIMRA Retirement Study - Consumer Phase (2012)

When it comes to protecting your future and leaving a legacy for your family, a licensed financial professional can offer you the guidance you need.

Find a financial professional near you.

The Prudential Insurance Company of America and its affiliates Newark, NJ

Prudential Financial, its affiliates, and their financial professionals do not render tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances.

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