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Reply to "Do you have a financial planner if your HHI is $250-300K, and, if so, why or why not?"
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[quote=Anonymous]We dont have the time to do the analysis that is need to maintain our portfolio. Our Financial planner will look at our investments across all investment types (personal, 401K, gov retirement, etc) , and make sure the mix is apprpiriate across all of them. So we aren't looking at them individually. He also helps us to rebalance when needed. We also know if we are overinvested in certain companies by looking at the mix of companies in each mutual fund. We have financial goals that we review each year to see if we are meeting. There is no way I have the time to do this.[/quote]
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