Toggle navigation
Toggle navigation
Home
DCUM Forums
Nanny Forums
Events
About DCUM
Advertising
Search
Recent Topics
Hottest Topics
FAQs and Guidelines
Privacy Policy
Your current identity is: Anonymous
Login
Preview
Subject:
Forum Index
»
Money and Finances
Reply to "Do you have a financial planner if your HHI is $250-300K, and, if so, why or why not?"
Subject:
Emoticons
More smilies
Text Color:
Default
Dark Red
Red
Orange
Brown
Yellow
Green
Olive
Cyan
Blue
Dark Blue
Violet
White
Black
Font:
Very Small
Small
Normal
Big
Giant
Close Marks
[quote=Anonymous]I have one. We have about a 750,000 under his mgmt. We have another 500,000 under my mgmt. Some year he beats me. Some years I beat him. But he's been very good at a few areas I don't know anything about, namely estate planning, 529 tax strategies ( we've devised some clever shit there), and things of the like. He's also made some valuable introductions to people, and has provided a lot of guidance related to alternative investments that have been quite useful. I don't know for sure its not stuff I couldn't do on my own, but so far I've been pleased. Our HHI is 200K, 32 yo.[/quote]
Options
Disable HTML in this message
Disable BB Code in this message
Disable smilies in this message
Review message
Search
Recent Topics
Hottest Topics
