Quote:
Originally Posted by aninjamom
I don't know about the Mastins, but having worked for three financial advisors over the years, I personally would not trust anyone to manage my money who was not a Registered Investment Advisor (RIA) or a Certified Financial Planner(CFP), and a Fiduciary. You should also be aware that both insurance and especially annuities pay a nice up-front commission for the guy that sells them to you. You can go to SEC.gov | HOME, and check on the record and history of any registered advisor. |
I would not trust anyone with capital letters after their name period. Registered, certified... bah blah blah. I’ve attended enough plate licking dinners to realize not one so called adviser tells the truth, the whole truth and NOTHING but the truth. They all must think we’re idiots. Tell the audience what they want to hear and BAM, they just latched onto your life savings and they walk away with a fat commission.
Be especially aware of those with a magical secret financial formula that no other broker uses or has never if thought of. These guys try to make you believe they have a patent on their idea. Some even have the gonads to tell you not to trust the other brokers (advisors) because their not honest, but we are. They’ll attempt to lull you into complacency by showing or telling you what good family people they are, how their connected to their community blah blah, YET they don’t tell you what their really thinking and how they’ll disappear like Houdini when the do do hits the fan.
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