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re: Hiring a financial adviser............Updated
Posted on 11/27/12 at 2:13 pm to TJG210
Posted on 11/27/12 at 2:13 pm to TJG210
quote:
By investment options, do you mean any company options she may receive?
I mean is the money going into an account that is not controlled by an advisor? And the hiring of this advisor is just to provide help with allocation of funds to the 401k? I'm trying to find out if the advisor you hire will actually have an account at his office where funds go. That will matter when discussing fees.
1
Posted on 11/27/12 at 2:44 pm to Broke
No this person will be totally independent from any compensation she receives. Now during our consultation I may ask that he help out with our 401ks, etc. I also want some advice on tax planning, etc.
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