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re: My financial planner isn't doing it for me. What do I do?
Posted on 2/19/24 at 12:55 pm to Giantkiller
Posted on 2/19/24 at 12:55 pm to Giantkiller
This sounds like something borderline illegal, breach of fiduciary duty, etc.
I do not have experience with this so grain of salt. That said, you might contact an attorney with experience in this area just to see. This person should not be professionally managing money.
I do not have experience with this so grain of salt. That said, you might contact an attorney with experience in this area just to see. This person should not be professionally managing money.
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