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Dave Said,
May 20th, 2007 @2:05 pm  

When you interview a financial planner or any service provider always ask for some references and then call them and ask them questions like “have you been satisfied, how long have you been with X advisor, has he ever given you some bad info, etc.”

If your adviser works hard for you and you can trust him then you want him as a partner. Same goes for a Tax adviser, estate planner, attorney, etc. You don’t want a generalist to do a job that belongs to a specialist.

Aimee Said,
May 21st, 2007 @3:19 pm  

Great advice, thanks for your input Dave!

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