Financial advisor

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GAM
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Financial advisor

Post by GAM » Thu Dec 04, 2014 11:38 am

I have received a retirement offer and am crunching some numbers? Anyone out there a Financial Advisor that can give me advice. $200 is supplied by the company and I will pay for above that.

chalmers
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Re: Financial advisor

Post by chalmers » Thu Dec 04, 2014 7:22 pm

$200 doesn't sound like a great retirement offer. I say pass.

My fee is $0.

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LeafMan66_67
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Re: Financial advisor

Post by LeafMan66_67 » Thu Dec 04, 2014 8:17 pm

chalmers wrote:$200 doesn't sound like a great retirement offer. I say pass.

My fee is $0.
:lol:
"He was a wise man who invented beer." - Plato

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darciandjenn
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Re: Financial advisor

Post by darciandjenn » Fri Dec 05, 2014 9:41 am

Hey Sandy, I'm in a related line of work (pension business) and I'll just say that you should be careful who you take advice from about this. I've dealt with some "Financial Advisors" who will say just about anything to get you to transfer your retirement dollars into a savings vehicle that they can sell to you. Shady characters out there.

I'm not in any position to advise other than that, best of luck!

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GAM
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Re: Financial advisor

Post by GAM » Fri Dec 05, 2014 11:27 am

Darci you are correct. I am looking at many pieces of information and want to make sure I don't "miss" something.

I'm meeting with 2 friends who retired today to get the scoop on the process.

Chris your worth every penny.

Sandy

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