Beyond general advisor-selection advice, solo agers benefit from a few specific considerations.
What to prioritize
- Experience with clients who don't have a family member also reviewing recommendations
- Willingness to coordinate with your power of attorney and elder law attorney directly
- A fiduciary duty (legally required to act in your best interest), not just a suitability standard
Ask how the advisor would handle a scenario where they suspect you're being financially exploited by someone else — a good answer reveals real experience with older clients.
This article is general information, not financial or legal advice. Rules, costs, and program details vary and change over time — confirm current specifics with a licensed financial advisor or elder law attorney before making a decision.