About Financial Planners
Many of you have asked us to recommend financial planners. Unfortunately, we do not ourselves have that expertise. We know a few and will give you their contact information with the disclaimer that we cannot recommend any of them.
Our best advice is for you to check them out. Ask around, and go to the Brokercheck site to see what actions may be listed. Some of you may be very surprised.
http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/
Any Financial Planner claiming to have a relationship with us is misrepresenting the truth. We have no such relationship. We have not given any of them your email or contact information without your permission.
For now we have ended the practice of allowing any and every planner who walks in the door use our bulletin boards to reach you. We are researching our options in an effort to do what makes the most sense for you.
And remember, if it seems too good to be true, it is probably not true.
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