Ole Red 29
Recycles dryer sheets
My wife worries that if I die, she has no one to turn to for financial advice. She has no interest in learning to manage our portfolio herself, although we try to review everything periodically.
Would a fee only FA be what I am looking for?
How would I find one?
Would a fidelity advisor work for this role?
I don't need them unless I die, so I hate setting up and paying for any kind of relationship with one now.
Is anyone else in this position? If so, what are your plans?
Would a fee only FA be what I am looking for?
How would I find one?
Would a fidelity advisor work for this role?
I don't need them unless I die, so I hate setting up and paying for any kind of relationship with one now.
Is anyone else in this position? If so, what are your plans?