Quote:
Originally posted by Munchkin03
Do any of the GC finance gurus have any knowledge about retirement plans for 20-somethings? I've heard so much about the target retirement plans, and a lot of it seems to be conflicting, so I wondered if there were any real live 20-something investors with real information or legitimate sources that aren't a result of Google research..
I'm visiting a few financial planners later on this week, and I've done a lot of interweb research, but I still don't want to be taken by some guy who just wants to get a large initial investment from me.
|
If he/she is forcing you to do somethg you don't want to do, then you should be concerned.
I am a financial advisor and the FIRST step we do with our clients is sit down and figure out their assets, liabilities and cash flow and all other important information about their situation. THEN we figure out what it going to work for them.
We have regulations to follow and the biggest is to do what is in the best interest of our client........