Quotes About Financial planner

When I retired, I took my money from the financial planner and proceeded to present the front that everything was fine. I had to pretend I still made $5 million a year.

We recommend that mutual fund investors avoid load funds. If financial advice is needed, use a fee-only financial planner—not a mutual fund salesperson who has a conflict of interest.

Thank God I have a financial planner who is really conservative.