Reviews of Financial Products and Services
In the course of helping people I field a lot of questions about a variety of products and services that they are currently using or are thinking about using. Although at heart I am a planner, the analytical side of me really enjoys digging into these different products & services, learning how they work, etc.
There is a lot of misinformation on the internet and from sales people. What annoys me to no end is that a lot of "advisors" are "selling" without giving consumers all the information before they make a purchase. The goal of these objective reviews is to help you understand how these things work, their pros & cons, and help you figure out if these products & services ultimately help you make informed decisions for your money.
Who would have thought getting product & services reviews would be this difficult?
Long Term Care Insurance
Managed Accounts (WRAP, MFA & SMA Accounts)
Above is the list of the different products & services I have or will be reviewing. If you are doing some research and don't see a particular product or service on here, please contact me and I will be happy to do an analysis on the specific product or service you are considering.
In these reviews I will be covering the real facts about these products & services as well as touching upon some of the sales tactics used to sell them. This information should equip you to make better decisions for you and your money.