Finding a financial planner

kelsmom
Sat, 17 Aug 2024 23:51:38 +0000

We found our advisor through word of mouth. He specializes in working with engineers in the industry H was in, and H knows a lot of people who were happy with him. We dragged our feet for a long time before we started working with an advisor, and we lost a lot during the financial downturn in the late 2000’s. The people who were working with the advisor lost a lot less, and they were positioned to do very well when things started moving upward. That sold us. We’ve been very happy. He manages our money, which I know isn’t for everyone, but we’re good with it.