Seeking a Professional Things to Look for When Selecting a Financial Professional There are many reasons to seek professional help when planning your retirement. Seek someone who understands your unique circumstances and factors that will affect your retirement. Seek someone who also understands the strategies and options that are available to you. Make sure that whomever you find to help you through this process can and will assist you in formulating and implementing your master plan. *Contact your local State Department of Insurance and the Better Business Bureau to determine if a financial professional has a background of non-compliancewith State and Federal laws or a history of complaints.