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Subject:  Re: Retirement Plan - Which Way To Go? Date:  12/1/2005  9:22 AM
Author:  goodnewsonly Number:  48542 of 96175

The $4,000 is a one-time fee. Then you can meet with them annually or whenever for a couple hundred dollars to assess and adjust.

I think that $4,000 is a lot of money. But my problem is that I now have a portfolio that consists of more than 80 different stocks and funds. Before, I was able to manage and track the portfolio that we had built up over time and which consisted of maybe 20 stocks and funds that we researched and picked ourselves. I don't have the time or knowledge to deal with this new portfolio -- it is overwhelming and I don't really know where or how to begin. That's why I'm thinking that I need a plan prepared by someone who hopefully knows what they are doing. Or maybe I should just leave things alone and hope for the best.

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