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Reply to "Am I overpaying my financial advisor?"
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[quote=Anonymous][quote=Anonymous][quote=Anonymous]OP, a better option would be to meet with a financial planner, that will go over your estate plan, all of your insurances, tax planning , retirement planning and investment management for a year. After the year, you can decide if you need them further. If your life is not complicated, you might not need to see a financial planner till you are a few years from retirement. This approach will save you money in the long run.[/quote] OP here. This is what our FA did the first time we met with him. Isn’t it the same thing or very similar? [/quote] It depends on the level of diligence that was provided. How long have you been with them? Can you tell us investments the advisor put you in and how much money roughly is in them?[/quote]
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