freebird5825
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Expertise - memorize these three letters...CFP....I'd like to pay for someone's expertise, experience and recommendations and not just a hired hand to carry out my detailed instructions. Do financial advisors like that exist, or did I just happen to pick bad ones?
CFPs don't sell investments, they sell their advice and time. Period.
I used a CFP years ago. I am a DIY right now.
If I ever felt I did not have a handle on my financial affairs, I would not hesitate to re-engage this same CFP for a sanity check. I am not a trusting person at all, in fact I am downright cynical. But I do know to get help when I am out of my element or need an outside opinion. That's my solution. YMMV.
If you want someone to drive your portfolio transactions, just pay the non-CFP financial advisor fees and commissions and there you go.