Anyone ever used these guys for financial planning? I have had a few conversations with them and am considering using their services. Anyone have opinions/stories/accounts? Thanks.
Hmmmm. Sure seems like a lot of fishy business. Color me unimpressed... sigh I have been crushed this year in the market. Looking to "broaden my horizons" and buck this off to someone smarter/more experienced than me.
I use them, no complaints so far. They haven't made me do anything I didn't want to do. They will probably try to sell you some additional disability insurance, but it's up to you.
I talked to them. They talk a good game and make it compelling. In the end, my leariness of financial advisors told me don't do it. And so I don't. Just remember that the guys you talk to take some short course to be 'qualified' to advise you. The real brains are in the back end and they put together the programs that these 'sales' guys try to fit you into.
