I'm having some doubts about my financial planner, but I'm not experienced enough to know if my concerns are legitimate. I have a brief email conversation that I'd love for someone experienced in the field to look at and tell me if I'm crazy or not. (Don't really want to post publicly, but I can link to it privately.)
The concerns are not about the actual advice they are offering, but rather a matter of professionalism. We have no experience with any other financial planner, so we just don't know if this is business as usual or not.
Submitted March 07, 2017 at 12:29PM by Jelby http://ift.tt/2mBXZxp
