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Reply to "Edelman financial"
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[quote=Anonymous]We have been using them since 2006. We were paired with a guy about our age. Our first meeting was basically to tell him what we want out of life (retirement, kids, lifestyle etc.). He took all that and suggested how much we should save to reach our retirement goals. He also talked to us about a piece of property we own. We decided to go ahead and invest some money with him. We talk about once a year just to touch base (we moved overseas). He never pressures us to give him more money and always advises us when we ask questions (for example he told us to go ahead and invest in the VA 529 on our own if we are comfortable with it and that there was no reason for him to make money off our college savings). Maybe we are a small fish and that is why he never pressures, but I like that he isn't trying to sell us anything. [/quote]
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