The Motley Fool Discussion Boards
Investing/Strategies / Retirement Investing
|Subject: Re: Friend for a Financial Planner||Date: 8/25/2000 7:27 PM|
|Author: rjm1||Number: 24353 of 74536|
I guess the reason I hesitate to move forward (and herein lies my question) is because he is a good friend. I trust him
completely, but I know that emotions can run high especially when money is involved. Have (or do) any of you ever
done this kind of business with a friend? My dad has some assets with a long-time family friend and I think it's been
pretty much a wash--nothing great, nothing terrible. My first concern is our friendship. Any thoughts and/or experiences
you can relate would be much appreciated.
I think the answer for both of you is no. You do not want to deal with a life long friend and he does not want to make a bad investment for a life long friend.
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