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Most Amazon folks are rude on blind?
Do you find yourself to be financially savvy working in financial services, and with ton of info available these days, where you don't see a need for personal financial advisor / financial planner? I've just leveraged financial advisors from fidelity or morgan stanley time to time through my firm but some of my friends and colleagues do have financial planners. Curious to see whether folks in finance see value in it.
Just listen to wallstreetbets subreddit for financial advice
Financial planners mostly sell you products. Instead you can research on your own and save on fees.
Don't see a need. If you have lots of money and a very complicated situation it will make sense from estate and tax planning perspective. Not too many folks in this category.
Financial planners can be useful to help you understand things like taxes, insurance (life; health, long term care), setting up trusts, and other aspects like that as a holistic approach.
I interned at axa which is a financial planning company, and learned that unless you have some huge family funds you need someone to look after, i would rather just invest in index funds do your Roth ira and call it a day. Oh and read books like tony Robbins etc
Huge family fund is definitely not my case lol thanks for the advice
Keep your money. Take advice from blind. Works every single time. π