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re: So my financial planner has packed up his family and moved across the country.
Posted on 1/1/23 at 3:41 pm to SlowFlowPro
Posted on 1/1/23 at 3:41 pm to SlowFlowPro
I would assume at this point you have already met, a lot. So, he knows you, what your long-term goals are, and everything in between.
Q 1: Has he delivered on what he told you he could to begin with?
Q 2: Has he outperformed your interested index's?
Q 3: Is he worth the extra money? Do you still need him?
If after all that you still feel like keeping him, face to faces SHOULDN'T be necessary.
Q 1: Has he delivered on what he told you he could to begin with?
Q 2: Has he outperformed your interested index's?
Q 3: Is he worth the extra money? Do you still need him?
If after all that you still feel like keeping him, face to faces SHOULDN'T be necessary.
0
Posted on 1/1/23 at 6:06 pm to Cycledude
quote:
All my annuities
Perhaps it's best that he's leaving.
Posted on 1/2/23 at 12:06 pm to Cycledude
quote:
financial planner has packed up his family and moved across the country.
I'd be going over my finances with a magnifying glass right about now, if it was me
Posted on 1/2/23 at 2:36 pm to Cycledude
You know they have this thing called Zoom. The sound and picture are really crisp if you have a good internet connection.
Posted on 1/2/23 at 3:13 pm to GeneralLee
i suspect those annuities are costing more than that
Posted on 1/2/23 at 3:43 pm to Cycledude
quote:
All my annuities are with him.
You should be happy he moved away having him put you in these lame things.
quote:
Am I right to be upset? Knowing that I’ll never meet with him in person again to discuss my finances.
No, he's not your husband. He's free to move where he wants.
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