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Reply to "What is your net worth and do you have a financial advisor?"
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[quote=Anonymous]$6m and yes. We have about $2m invested with him but he knows what all our other assets are so that he can make investment recommendations that make sense for our whole portfolio. Also does an annual assessment of predicted income in retirement and has helped to map out what our savings strategy needs to be. I find it helpful because we both work long hours and don't have the time to focus on it the way he does. We also trust him - DH used to work with him before he switched careers so there is a personal relationship as well. We are also looking at switching from a SEP to a DB plan for one of us and he is helping with that assessment.[/quote]
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