I never had a financial planner personally. We have done business with First Republic Bank in Boston and they have been extremely forthcoming, honest and respectful in all instances. Once I had a question very late at night so I sent an e-mail. Less than a hour later the officer I mailed called me. I was expecting a reply the following day, not that night.
For all it is worth many planners have advised against my strategy, and if I followed theirs my retirement portfolio would not be as good as it is today.
I am a retired workaholic and continuing aquaholic.
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