HappyOutsourced
Recycles dryer sheets
- Joined
- Oct 29, 2013
- Messages
- 67
Howdy!
I'm tried of paying the 2% Financial Planners and wrap fees for someone to look at my portfolio once a year. Are there people out there who will meet with clients once a year and hold their hands through the investment process? I think the guys I have now are just 'buy it and forget it' types and draw money for nothing. I know some people need coaching on paying off debts and mortgages, saving for college, saving instead of spending, etc but I'm past that. All I need is investment advice.
I've looked for a certified investment advisor which sounds perfect but I think they only work with millionaires.
I'd like to find someone like my CPA. I see him once a year to file taxes and answer my questions. I pay him and that's it until next year. I surely would like to find an advisor like that.
Thank you!
I'm tried of paying the 2% Financial Planners and wrap fees for someone to look at my portfolio once a year. Are there people out there who will meet with clients once a year and hold their hands through the investment process? I think the guys I have now are just 'buy it and forget it' types and draw money for nothing. I know some people need coaching on paying off debts and mortgages, saving for college, saving instead of spending, etc but I'm past that. All I need is investment advice.
I've looked for a certified investment advisor which sounds perfect but I think they only work with millionaires.
I'd like to find someone like my CPA. I see him once a year to file taxes and answer my questions. I pay him and that's it until next year. I surely would like to find an advisor like that.
Thank you!