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Im struggling with why I need to hire a Financial Planner. Please make the case
Im struggling with why I need to hire a Financial Planner. Please make the case 47 YO, 1.3M in 401k, 1.1M in cash gaining 5.9% interest. Debt Mortgage owe 300k at 3.5%. Talked with 3 CFPs, all charge 1%. THATS $24,000/year. With the advent of robo investors, or diversifying across asset classes, why do I need a CFP. Seriously struggling with the cost.
submitted by /u/realestatepharmaguy
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