The Daily EO: March 5th, 2013

I’ve been looking for a financial advisor for a long time because I am picky – you can’t be associated with a large chain or bank and you need to charge fees not use commission for compensation.  To me, it is a conflict of interest to make commissions from buying and selling and selling your own company’s products.  How do I know you are giving me the best advice or just making more money for your self and company?   I’m not saying that non-fee based financial advisors are self-interested, I just think that a payment scheme that is based on anything other than maintaining my capital and growing it can lead to difficult situations in the future.

And I found one – one that doesn’t usually look at people who are as small as we are asset wise.  But really, the fact that our equity from our house is untouched after 2 years of under- and un-employment is excellent.  I am pleased with our progress and hope now that we are working to build a plan, we will start to grow again.

March 5, 2013 Extra-Ordinary:   I’m getting “people” again – love it.


Author: Susan

Susan has a lot to say about a lot of things.

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