No. of Recommendations: 1
Do not walk, do not run, instead SPRINT as fast as your legs can carry you in the opposite direction from this so-called financial advisor. Instead:

(1) Visit the bookstore or library and grab 3 - 4 books on investing and read. You will get 80% to 90% of what you need in one month of night time reading.

(2) Regards insurance, shop for term insurance that suits your needs. Usually, the best deal in term coverage will come from a mutual company (or a mutual program from a stock company) that is sponsoring some kind of program related to work, professional affiliation or even an avocation.

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