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Originally Posted by travelstiles
zcaveman,
Not sure what you mean by "There are many free financial checks in TV with a free lunch."
Many institutions are willing to provide "free" introductory seminars (often with refreshments, if that's what you meant by a free lunch) or "free" initial consultations, but as you mentioned there has to be some type of pay for professional services.
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I went for the free breakfast and the speech and signed up for the free initial consulation. All I needed was my net worth (if I remember) and a couple of other things. They basically agreed that I was going in the right direction and the only problem that they found is that I would be owing a big chunk to the IRS since I was not taking out enough witholding. They did try to sell me an annunity but I said "let me think about it" and never went back.
This was on September 11, 2001. The market has never been the same since.
I do most of my own legwork and then tell my financial planner what I would like to move. I manage my own 401(k) accounts with my old companies.