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September · 03-18-2017, 08:37 PM

Big Dog: This is my occupation and I *do not* want to try to sell you on anything! Just to say that you should collect at least 3 or 4 general opinions about your own situation from licensed professionals. They should be asking you a lot of questions! (If you were buying a car and the salesman wanted to know if your kids played sports, and which ones? Or played a musical instrument, and which one? Because hockey differs from track, and harp or tuba differs from piccolo; just that a good advisor will ask you questions that you think have little to nothing to do with your plans but s/he has a reason.) Then consider access, and did you "click" with this individual, and would you be happy with the (predictable) ups and downs that may occur... If you trust the person, you will be satisfied. Most financial professionals want to do the right thing for their clients, otherwise they aren't in the business long. Some bad apples? Yes, but they are the minority. Trust your gut. Talk to people. Best of luck.

03-18-2017, 08:37 PM	#3
September Member Join Date: Nov 2012 Location: Wolfeboro Posts: 30 Thanks: 6 Thanked 5 Times in 5 Posts	Money matters ? Big Dog: This is my occupation and I do not want to try to sell you on anything! Just to say that you should collect at least 3 or 4 general opinions about your own situation from licensed professionals. They should be asking you a lot of questions! (If you were buying a car and the salesman wanted to know if your kids played sports, and which ones? Or played a musical instrument, and which one? Because hockey differs from track, and harp or tuba differs from piccolo; just that a good advisor will ask you questions that you think have little to nothing to do with your plans but s/he has a reason.) Then consider access, and did you "click" with this individual, and would you be happy with the (predictable) ups and downs that may occur... If you trust the person, you will be satisfied. Most financial professionals want to do the right thing for their clients, otherwise they aren't in the business long. Some bad apples? Yes, but they are the minority. Trust your gut. Talk to people. Best of luck.