Quote:
Originally Posted by Tapioca
We got lucky and found a fee-based planner through my search for a life insurance broker. An independent, fee-based financial planner can be quite helpful, even for someone who understands the basics around personal finance. If anything, it helps to have a 3rd perspective who isn't a family member before making a major financial decision. Sometimes spending a few hundred dollars for someone's detached analysis is worth it.
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Completely agree. I know someone who's family financial planner works at the bank. Have yet to see him offer them any advice to help them financially, only advice that helps himself financially. Items that he gets commission on.