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azmom_gw

Financial Planner - Lesson learned

azmom
16 years ago

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?

  1. 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.

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