Saturday, May 21, 2011

Buyer Beware ...

Advice from Elisabeth's Uncle John:

While many of the financial planners are legit, there are similar groups positioning themselves as financial planners, when in reality are thinly veiled product pushers.

Blogging about special interest groups is a broad topic; families have very different needs. Just like Elisabeth, the nuances of each family is very different from others. I am a big believer in the expression how you structure your investments (i.e. trusts, and specific disciplines in investing) is much more important than what you ultimately invest in, whether it be insurance,stocks, mutual funds or annuities.

My advice here - start with the legal side of structuring assets for adult children with disabilities. This is where you need to understand structure. The investments will fall in place from there.

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