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Old 02-16-2022, 08:58 AM   #1
Nufy
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Join Date: Sep 2005
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Default Reality Check...

Is it common to have your portfolio reviewed by a third party for clarity / effectiveness etc...

How common is it to change advisors ?

I am not financially illiterate but I do need help in understanding some of the finer details.

I am wondering if my advisors and I are in the same mindset.

I want to reduce debt while they are steadfast in retirement planning.

I know I'm being vague here but am wondering how other people have dealt with this.
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