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Over the years I’ve worked with investment advisors (the kind that take 2% of your portfolio every year, whether you do well or not), certified financial planners (who work for “free” and sell you what they have to sell, whether it’s the best for you or not), and a fee only advisor (who gave me advice on planning my financial future - for a small fee).
The only one who didn’t hose me as the fee-only lady. $500 every two or three years - whenever I thought I needed advice - kept me on the straight and narrow. She suggested books to read and websites to follow so I could make my own decisions. YMMV, but a FEE ONLY financial advisor is the only way I would go.
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