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Old 09-25-2012, 06:14 AM   #1
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Just Joined

Not sure how I stumbled upon Early Retirement.org but glad to be here. I just fired my financial planner this past week .He seemed to be more interested in his planning fee, AUM fee and high cost mutual funds.

I wish I had been more diligent in paying attention to this years ago but I was
more focused on running my company. I thought he was looking out for me !

I have parked funds in a Scottrade account where I will liquidate the bad investments and develop a much simpler portfolio. I preliminary plan is to move assets into various Vanguard funds.

I have to become familiar with protocol here and then post to get some input. Just turned 64 and hope to retire in 3 years.

I look forward to being a part of this community.
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Old 09-25-2012, 06:16 AM   #2
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Welcome, Boomer.
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Very conservative with investments. Not ER'd yet, 48 years old. Please do not take anything I write or imply as legal, financial or medical advice directed to you. Contact your own financial advisor, healthcare provider, or attorney for financial, medical and legal advice.
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Old 09-25-2012, 08:46 AM   #3
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Welcome aboard Boomer!!
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Old 09-25-2012, 11:12 AM   #4
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Welcome, Boomer. Lots of good info on this forum.

omni
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Old 09-25-2012, 11:17 AM   #5
Recycles dryer sheets
 
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Welcome! Glad you made it!
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