What do you think about such a financial planner?

[as]

So how would a young person start out investing then? Someone who had no savings or investment yet, but wanted to start a monthly investment plan… I guess financial planners these days wouldn’t be interested in working with someone like that? When I started investing 26 years ago, there were numerous financial planners who were willing to help a young person just starting out who had less than $10,000 in assets.

Also, our primary issue with him was how rude and unprofessional he became when we told him we were initially going to invest $25K with him. We even told him we would put more in later.

[as]

“In fact most “advisors” don’t want to talk to you until you’re willing to let them “manage” around 100k.”

How can you hand somebody 100k after you’ve met him few times? There are too many stories about those financial crooks.
I think he is a scheister and he is too greedy!

[as]

“In fact most “advisors” don’t want to talk to you until you’re willing to let them “manage” around 100k.”

How can you hand somebody 100k after you’ve met him few times? There are too many stories about those financial crooks.
I think he is a scheister and he is too greedy!

[as]

“In fact most “advisors” don’t want to talk to you until you’re willing to let them “manage” around 100k.”

How can you hand somebody 100k after you’ve met him few times? There are too many stories about those financial crooks.
I think he is a scheister and he is too greedy!

[as]

“In fact most “advisors” don’t want to talk to you until you’re willing to let them “manage” around 100k.”

How can you hand somebody 100k after you’ve met him few times? There are too many stories about those financial crooks.
I think he is a scheister and he is too greedy!

[as]

“In fact most “advisors” don’t want to talk to you until you’re willing to let them “manage” around 100k.”

How can you hand somebody 100k after you’ve met him few times? There are too many stories about those financial crooks.
I think he is a scheister and he is too greedy!

[Raybyrnes]

How does a planner plan if they don’t have a snapshot of the full picture. If you buy into the concept of a True financial plan you need to provide everything. That means tax, income, plans for children, trusts, family wealth and inheritance plans etc.

With under a Hundred thousand dollars I think you are best off dollar cost averaging into an index fun. Stick with that one fund until you reach the minimum sales break point and then diversify into a second fund etc.

Schwab, Vangard, Fidelity all offer good platforms and have well established low cost mutual funds.

If you want to add a littel flavor to the mix throw in an ETF or find a Closed Ended Mutual Mund Selling below NAV

[Raybyrnes]

How does a planner plan if they don’t have a snapshot of the full picture. If you buy into the concept of a True financial plan you need to provide everything. That means tax, income, plans for children, trusts, family wealth and inheritance plans etc.

With under a Hundred thousand dollars I think you are best off dollar cost averaging into an index fun. Stick with that one fund until you reach the minimum sales break point and then diversify into a second fund etc.

Schwab, Vangard, Fidelity all offer good platforms and have well established low cost mutual funds.

If you want to add a littel flavor to the mix throw in an ETF or find a Closed Ended Mutual Mund Selling below NAV

[Raybyrnes]

How does a planner plan if they don’t have a snapshot of the full picture. If you buy into the concept of a True financial plan you need to provide everything. That means tax, income, plans for children, trusts, family wealth and inheritance plans etc.

With under a Hundred thousand dollars I think you are best off dollar cost averaging into an index fun. Stick with that one fund until you reach the minimum sales break point and then diversify into a second fund etc.

Schwab, Vangard, Fidelity all offer good platforms and have well established low cost mutual funds.

If you want to add a littel flavor to the mix throw in an ETF or find a Closed Ended Mutual Mund Selling below NAV

[Raybyrnes]

How does a planner plan if they don’t have a snapshot of the full picture. If you buy into the concept of a True financial plan you need to provide everything. That means tax, income, plans for children, trusts, family wealth and inheritance plans etc.

With under a Hundred thousand dollars I think you are best off dollar cost averaging into an index fun. Stick with that one fund until you reach the minimum sales break point and then diversify into a second fund etc.

Schwab, Vangard, Fidelity all offer good platforms and have well established low cost mutual funds.

If you want to add a littel flavor to the mix throw in an ETF or find a Closed Ended Mutual Mund Selling below NAV

[Raybyrnes]

How does a planner plan if they don’t have a snapshot of the full picture. If you buy into the concept of a True financial plan you need to provide everything. That means tax, income, plans for children, trusts, family wealth and inheritance plans etc.

With under a Hundred thousand dollars I think you are best off dollar cost averaging into an index fun. Stick with that one fund until you reach the minimum sales break point and then diversify into a second fund etc.

Schwab, Vangard, Fidelity all offer good platforms and have well established low cost mutual funds.

If you want to add a littel flavor to the mix throw in an ETF or find a Closed Ended Mutual Mund Selling below NAV

[AK]

If he’s trying to bully you into forking over all of your money, run don’t walk.

Just tell him you don’t feel comfortable with him.

Sounds like someone with financial troubles or an expensive drug problem. Or both, since they seem to go together.

[AK]

If he’s trying to bully you into forking over all of your money, run don’t walk.

Just tell him you don’t feel comfortable with him.

Sounds like someone with financial troubles or an expensive drug problem. Or both, since they seem to go together.

[AK]

If he’s trying to bully you into forking over all of your money, run don’t walk.

Just tell him you don’t feel comfortable with him.

Sounds like someone with financial troubles or an expensive drug problem. Or both, since they seem to go together.

[AK]

If he’s trying to bully you into forking over all of your money, run don’t walk.

Just tell him you don’t feel comfortable with him.

Sounds like someone with financial troubles or an expensive drug problem. Or both, since they seem to go together.

[Author]

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