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 9 Facts About Social Security There are things about Social Security that might surprise you. Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards.