The Truth About Money With Beacon Wealth Management
Written by Your 5News Team
Last updated on February 21, 2013 @ 7:56PM
Created on February 21, 2013 @ 5:30PM
During my first meeting with a financial planner he told me that he would put together a financial plan and we would discuss it in our second meeting.  At the second meeting, all we talked about were the investments he wanted me to roll over to a new account.  Is this really a financial plan?

Share
Add your Comment
You must have an active WDTV.COM user account to post comments. Please login to your account, or create your free account today!

Comments (0)