I guess I was in a rush
by jt (2019-03-18 13:13:15)

In reply to: What's ridiculous about it? Seems reasonable to me...  posted by The Magic Rat


I should have also included "full service."

I don't have anything against the wirehouse guys, but in a lot of ways they come up short on being able to set up a true comprehensive plan.

The big thing about independence is to be careful when working with a guy from an Insurance company; it's been my experience that those guys tend to push their insurance answers first, but not always.

Working with someone you trust is the most important thing.