Financial Planner - Lesson learned
A while ago we posted a question about getting a financial planner. We received many valuable feedbacks from this forum.
We finally find one group with several experts specialize in different areas; we have transferred 3 accounts over for them to manage, and made an appointment to make estate planning.
Since this is our first time having some one to manage our fund, we have a couple of questions for you,
1. What will you do differently with your investment adviser if you may start all over again?
- What lessons you have learned from the experience?
3. What services you like the most?
Thank you so much for any advice you may give to us.