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Subject:  Re: After meeting with a Financial Advisor Date:  10/4/2003  11:58 PM
Author:  PosFCF Number:  37394 of 78299


Given all the attributes you would have to have from your Financial Advisor, I think it might be a better starting point to define what services you want from that Advisor.

CPA, CFP, Stock Broker, Insurance Licensed, that's a lot under one shingle for one person to carry. Then add "no commission" and "You can advise but don't advise this, and don't advise that, and don't advise the other thing (bundled insurance, load funds, anything with a commission, etc.)

I'm not surprised you haven't found your ideal candidate yet. I suspect there are not a lot of people out there that fit that bill. The ones that are, that are any good and have been in the business 10 years pr