Quote:
Originally Posted by MsSurfer
I am looking for recommendations for a financial advisor within The Villages that can help someone totally reluctant to make any change from a current broker. Do you know of a professional who offers reliable advice about annuity and other investment accounts (to someone totally ignorant about investments)? I have an appointment with Truist about an annuity account, but aren't there other options, whether it be a bank or brokerage? Alternatively, are companies who offer a free meal to talk about retirement planning a legitimate option? The way their ads are presented reminds me of timeshare sales and makes me leery. Thank you for any responses.
|
Wise to be leery. Whatever you do, at least ask yourself some questions:
. Is there anyone in this world who cares as much about your money as you do ?
. ALWAYS ask the "advisor", HOW DO YOU make money ?
. Is it easier to do study and manage your own investments, or, it is easier for an advisor to study and manage the investments of hundreds of different individuals all with varying goals ?
.... and maybe one more, HOW are all those steak dinners a nice restaurants paid for ? Plenty of investment clubs around if you have no idea about making investment decisions, go to a few meetings, listen to the discussions, and start reading the many books available...it's not as "mysterious" as some think.