FAQ – 403(b)/457 Costs and Surrender fees

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Several years ago, my wife and I went to a CTA-approved financial retirement counselor and developed our retirement financial plan. I am now planning my retirement as early as June 2011. I recently contacted our planner and found she had retired and moved away. Could you advise me on finding another CTA-approved financial retirement counselor?

Neither CTA nor your district endorses financial advisors, nor have they ever.

The relationship you form with a financial advisor is an important one, so you may want to interview multiple candidates before choosing one. You could start by asking friends and family members for a referral to a financial advisor with whom they are satisfied. Here are some other resources:

* Note: Websites are provided for information only. No endorsement is implied.

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