Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Related Content Social Security: The 64,000 Dollar Question One of the most common questions people ask about Social Security is when they should start taking benefits. Coaches Coaches have helped you your whole life, in ways big and small. We'd like to be one of them. The Other Sure Thing Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?