The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  Re: Talk me out of a Financial Advisor Date:  6/4/2013  8:51 AM
Author:  2gifts Number:  72419 of 78701

I've been reading this thread with interest, and thought I would chime in as I seem to have a different opinion from most of the replies that I have seen.

I have been doing our investing for about 30 years now, and have been generally happy with the results. That said, DH has absolutely zero interest in anything financial other than the spending side, so my worries have been around having someone who could replace me to do our financial management in case I die before DH. So my number one reason for getting a financial advisor has been to make sure that we found someone with whom I was comfortable in terms of performance and with whom DH could work if he had to go it alone. I find that a perfectly good reason to have a financial advisor because it would be to have that expertise available for someone who does not have nor cares to acquire that sort of expertise.

I happen to think that is a great reason to have a FA.

A 2nd re