Visit Financial Professionals site Log In Help Center Home Products Education About Us Home / Education / Working With a Financial Advisor Explore simple ways to build or strengthen the important relationship with a financial advisor. All Categories Retirement Planning Retirement Lifestyle Healthcare Planning for Retirement Retirement Income Solutions Estate and Legacy Planning Working with a Financial Advisor 2-Minute Article 3 Questions to Ask Your Financial Professional During Market Volatility Market Volatility, Investment Strategy, Financial Knowledge, Financial Advisor Latest in Working with a Financial Advisor 5-Minute Article 5 Ways to Improve Your Financial Health Financial professionals can offer guidance that benefits your retirement goals and overall financial health. Financial Knowledge, Financial Plan, Financial Advisor 5-Minute Article 5 Questions All Women Need to Ask a Financial Professional Make informed decisions about key issues and take charge of your financial future. Financial Plan, Financial Knowledge 4-Minute Article 5 Decisions You Might Not Think to Discuss With a Financial Advisor – But Should Here are five situations you may want to discuss with your financial advisor, as well as your other legal and tax advisors– either before or soon after they occur. Financial Plan, Financial Advisor, Financial Knowledge Quiz What Kind of Investor Are You? Our quiz can help you identify your investor type, understand your investing style and money management, and how you can effectively work with your financial professional. Financial Plan, Financial Advisor, Financial Knowledge 6-Minute Article The Financial Professional Questionnaire Key questions to ask when looking for and working with a financial professional. Financial Knowledge, Financial Plan, Financial Advisor 3-Minute Article 5 Questions to Ask a Financial Professional Learning about an professional's approach helps ensure you'll find the right person for you. Financial Confidence, Financial Plan, Financial Advisor Next Category Retirement Planning Take a closer look at the essential ingredients of an effective retirement plan — and put yourself on the path to success for life after retirement. See All Retirement Planning Need Help? Visit our Support Center About Us Investor Relations Newsroom Careers Supplier Program Connect with Us Accessibility Manage Your Preferences Unclaimed Policy Finder Privacy Statement Terms of Use For Victims of Domestic Violence Fraud Reporting © 2021 Brighthouse Financial, Inc. Brighthouse Financial® and its design are registered trademarks of Brighthouse Financial, Inc. and/or its affiliates. Brighthouse Financial is the brand name for Brighthouse Life Insurance Company, Brighthouse Life Insurance Company of NY, and New England Life Insurance Company. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, Brighthouse Life Insurance Company, Charlotte, NC 28277 and, in New York only, by Brighthouse Life Insurance Company of NY, New York, NY 10017 (“Brighthouse Financial”). Variable products are distributed by Brighthouse Securities, LLC (member FINRA). All are Brighthouse Financial affiliated companies. In this material, the terms “advisor” and “financial advisor” are used as general references to licensed insurance professionals and are not intended to indicate whether the licensed insurance professional is a Registered Investment Advisor or is otherwise authorized under the law to provide financial advice.