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Re: Frank Pembleton post# 6976

Friday, 01/02/2004 11:58:57 AM

Friday, January 02, 2004 11:58:57 AM

Post# of 19037
Retirement Planning... its up to me??

What?

I thought I give my money to my financial planner who creates a diversified portfolio with the single mutual fund company his firm deals with. He puts my money into funds with no fees - because I hate paying fees. The funds may have a back-end fee which diminishes over 7 years, but thats ok I won't sell. I know he is always thinking of my best interest and has me in the best funds available.

The fact this guy has only been there a few months, and this is the fifth guy in three years to handle my money, has me wondering a bit, but I feel no matter who the firm puts in charge of my money I know he or she will give me the best advice possible on funds to invest in, so that my money will appreciates over the long term.

I especially like the fact they provide seminars with donuts and coffee and the occasional lunch. Wow they are a great bunch of people. Hmmm.. how they make money when I don't pay any fees, is beyond me. But they are swell.

No fees I tell you. Nothing!

Joe Fish.


"When you have to shoot, shoot. Don't talk."
Tuco (The Good, the Bad and the Ugly)

"An umbrella with holes is better than no umbrella at all."
Dr. Alexander Elder on using stops.

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