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I think Arindam is right on. But be aware that the timing involved can be uncertain, and choices now may need adjusting for future events.

If you are retirement age, you would like a financial advisor in midcareer. Age 40 or so. At least 10 yrs experience. But unlikely to retire for at least another 30 years or so. Advisor turnover can mean a replacement. But is he/she as good? Or the right fit for your spouse.

Consider looking for a trusted friend, relative (son or daughter?) with some knowledge of financial aspects. Some people are completely snowed even disinterested in financial matters. Your spouse may need someone she trusts to act as a coach. To question suggestions. Make sure they are well thought out and fit with her goals and needs. This can keep advisors from taking advantage of the situation.

And if your trusted person proves to be interested enough to keep up with developments and learn more, so much the better.
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