09-25-2013, 11:41 AM
Just met with my brother again to reevaluate my financial plan and goals now that I'm saving for two. Anyone who is on the fence about hiring a good financial advisor should definitely do it after you do your research to find a good one. Through some contacts at my job I was able to help him get plugged in to an elite 2 person ML team who manages between $500-600M in assets. They have incredible resources available to them and the ML dashboard alone is amazing...integrates with my BoA dashboard, is customizable and provides all the monitoring you need. Being able to run projections showing percentages of likelihood of hitting financial goals and retirement net worth based on current strategy and investment is legit. The real benefits are being able to have true transparency of financial fees, access to and understanding of tax sheltered investments and constant monitoring and adjustment of your plan if needed.
Posting in the banalist of threads since 2004
2017 Mazda CX-5 GT AWD Premium
Past: 2016 GMC Canyon All Terrain Crew Cab / 2010 Jaguar XFR / 2012 Acura RDX AWD Tech / 2008 Cadillac CTS / 2007 Acura TL-S / 1966 5.0 HO Mustang Coupe
2001 Lexus IS300 / 2004 2.8L big turbo WRX STI / 2004 Subaru WRX / A couple of old trucks
2017 Mazda CX-5 GT AWD Premium
Past: 2016 GMC Canyon All Terrain Crew Cab / 2010 Jaguar XFR / 2012 Acura RDX AWD Tech / 2008 Cadillac CTS / 2007 Acura TL-S / 1966 5.0 HO Mustang Coupe
2001 Lexus IS300 / 2004 2.8L big turbo WRX STI / 2004 Subaru WRX / A couple of old trucks