Ask Terry Questions Financial planner

Financial planner

By Terry Savage on May 13, 2023 | Financial Planning / Retirement

Hi Terry,
I am currently playing 1% to my financial planner. Do you think it’s wise to have a financial planner or should I be doing my own planning.? I am fairly educated on finances.

Terry Says

I think you should have a FEE-ONLY Financial planner who is a FIDUCIARY. And not a planner who charges based on a percentage of assets under management. To find out, read this.

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