Savvy Senior: How to pick a financial advisor Savvy Senior How to Pick a Financial Advisor Dear Savvy Senior, Can you give me some tips on how to choose a good financial planner or advisor? My wife and I are five or six years away from retiring and could use some professional help to get us on track. * Seeking Advice Dear Seeking, With all the different financial advisers and services available today, choosing a trusted professional that can meet your needs can be a bit confusing. Here are some suggestions that can help.