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URL:  https://boards.fool.com/caveat-i-am-a-napfa-member-with-the-napfa-plan-23364780.aspx

Subject:  Re: Retirement Plan - Which Way To Go? Date:  11/30/2005  6:40 PM
Author:  buzman Number:  48531 of 96385

Caveat: I am a NAPFA member.

With the NAPFA plan, you should have a comprehensive financial plan not just limited to investments. Other areas addressed will be insurance and tax planning, retirement planning and projections along with estate concerns.

If the NAPFA planner uses low cost no load funds you will save a substantial portion of their fee in lower costs than what the broker charges.

To use a NAPFA planner or a full-service broker is a no-brainer, NAPFA.

If you are not comfortable with this planner, I suggest discussing your situation with another NAPFA planner.

Buz Livingston
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