Quote:
Originally Posted by jimbomaybe
You might consider a "Fee only " financial planer, they get their fee up front, no commission ( unless they steer you to somebody else) they can give you an overview of the many financial aspects that can affect your situation as well as specific advise
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Yes, fee only is the way to go. You pay them up front for advice and avoid sales commissions. They work for you and not the investment institution. Annuities such as ARS may have a place in your portfolio, the fee only planner can work that out for you. (Ours told us not to do an annuity.)