Whether you’re retiring and rolling over your 401(k) or just starting to build your financial future, it pays to get trusted financial advice. The key word here is “trusted”! There’s plenty of financial advice around, but does it come from someone who is “on your side” — working to build your retirement — not theirs? Choosing a planner You cannot tell by a person’s title — whether it be “financial adviser” or “financial planner” or some other trust-building description.