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To date, your finances are:
Self-managed
Managed by a traditional financial planner that does not specialize in my retirement needs
Managed by someone outside the Charleston, SC area
Other
Your experience working with a financial planner is:
Non-existent. I have always done my own investing and financial planning.
Neutral. I utilize advisory services but am open to a better relationship.
Negative. I am looking for a replacement.
You are:
Under 59
59-75
Over 75
What does a successful relationship with a financial advisor look like to you?
What immediate financial question or need can we address for you?
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