How advisors can skew your perspective
Wednesday, February 18th, 2009
My wife and I have seen this in the past. I was “just” floored, yesterday, when we saw once more how different advisors’ perspectives can impact one’s plans
Yesterday, our legacy planners wanted to discuss what they characterized as “wealth planning” “to ensure that there is a legacy to plan.” –Especially in these uncertain and highly volatile times, they noted, we must pay particular attention to our cash and near-cash assets.
That all sounded well and good.
But then it hit me. About halfway through the meeting, I held up my hand. “Hold on a second. I just want to make sure I’m hearing you accurately and fully understanding what you are talking about. Read the rest of this entry »
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counsel, perspective, professional advisors, questions
