Personally, I would discuss what-if's. They reall
Post# of 86970
(Total Views: 380)
Posted On: 02/08/2020 10:15:08 AM
Personally, I would discuss what-if's. They really don't need to know anything about UNVC IMO unless you are trying to get them to invest.
They are there to determine how much you have, what you are putting into retirement, what your long term goals are, how and where you want to retire, when you want to retire, how much you want to spend during retirement, etc.
Then they will work up a plan of action to get there.
If you come in later with a huge sum of money, well, things just got easier. Now you have to determine how much risk you are going to take with that money and they will help you figure out the best places to put that given your risk tolerance. Be careful picking a financial planner that focuses on one main company, pay for one that will give you various options across many investment firms and investment choices.
If you aren't looking to retire yet with this money you make, then they will work out where best to place this money, your risk and what goals you have with it down the road.
For me at age 53, when I do make my money here, more than likely my normal fairly high risk strategy so far will drastically change and I won't risk this new found money. So my focus will most likely be very conservative investing when I discuss future with my financial planner. Everyone is different.
GLTU.
They are there to determine how much you have, what you are putting into retirement, what your long term goals are, how and where you want to retire, when you want to retire, how much you want to spend during retirement, etc.
Then they will work up a plan of action to get there.
If you come in later with a huge sum of money, well, things just got easier. Now you have to determine how much risk you are going to take with that money and they will help you figure out the best places to put that given your risk tolerance. Be careful picking a financial planner that focuses on one main company, pay for one that will give you various options across many investment firms and investment choices.
If you aren't looking to retire yet with this money you make, then they will work out where best to place this money, your risk and what goals you have with it down the road.
For me at age 53, when I do make my money here, more than likely my normal fairly high risk strategy so far will drastically change and I won't risk this new found money. So my focus will most likely be very conservative investing when I discuss future with my financial planner. Everyone is different.
GLTU.
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