Financial Advisor
Last night my fiance and I met with a financial advisor. Wow. That’s a
sentence I never thought I would be writing in 2006, especially not if
you told me in 2003.
This was a really stimulating meeting. I’ve been reading all about
finances, money managment, assest allocation and saving for retirement
for a year now. Last night was an opportunity to talk with someone
whose profession is understanding these topics. It was a real treat. I
can honestly say that I had fun at the meeting as well. Our advisor was
young and energetic. We were able to joke around and in the next minute
we were discussing the tax and liquidity benefits of having retirement
funds allocated to varied account types.
This was just our first meeting, but the outlook is good. We hired him
on the spot. The cost was a couple hundred dollars which is not pocket
change for us, but will be well spent. The advice that he gave us last
night alone was probably worth the yearly fee. In addition, we get
quarterly consultations and a year’s worth of correspondence. I think
this is the start of a good thing.
I promise to write more about the particular company we are working with
after I’ve got some more good evidence. I don’t want to promote a
particular service until I am certain that it’s excellent.