My husband and I have our own business. I have been searching for the best company for financial planning and retirement for us. Any suggestions on who is the best?
Most of the “financial planning” companies have good honest representatives as well as honest yet stupid Representatives.
Interview several of them. There will be large differences within a company (as well as comparing companies to each other).
A good rule of thumb is to run away as quickly as possible if one of the first products they suggest is an annuity product. You can search the web on annuities (Money Mag., Forbes, Kilpinger’s and many more)……….. Except in rare cases, the only ones that benefit from these most expensive financial products are the sales representatives.
ALSO: Be very careful with the suggestions on Yahoo Answers…. you’ll never know the qualifications or motives of these people.