Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Share | Related Content Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. Traditional vs. Roth IRA One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans. An Inside Look at Retirement Living A number of questions and concerns need to be addressed to help you better prepare for retirement living.