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Financial advisor
Posted: Thu Dec 04, 2014 11:38 am
by GAM
I have received a retirement offer and am crunching some numbers? Anyone out there a Financial Advisor that can give me advice. $200 is supplied by the company and I will pay for above that.
Re: Financial advisor
Posted: Thu Dec 04, 2014 7:22 pm
by chalmers
$200 doesn't sound like a great retirement offer. I say pass.
My fee is $0.
Re: Financial advisor
Posted: Thu Dec 04, 2014 8:17 pm
by LeafMan66_67
chalmers wrote:$200 doesn't sound like a great retirement offer. I say pass.
My fee is $0.

Re: Financial advisor
Posted: Fri Dec 05, 2014 9:41 am
by darciandjenn
Hey Sandy, I'm in a related line of work (pension business) and I'll just say that you should be careful who you take advice from about this. I've dealt with some "Financial Advisors" who will say just about anything to get you to transfer your retirement dollars into a savings vehicle that they can sell to you. Shady characters out there.
I'm not in any position to advise other than that, best of luck!
Re: Financial advisor
Posted: Fri Dec 05, 2014 11:27 am
by GAM
Darci you are correct. I am looking at many pieces of information and want to make sure I don't "miss" something.
I'm meeting with 2 friends who retired today to get the scoop on the process.
Chris your worth every penny.
Sandy