Cafa,
tax and estate planning advice should only be given by firms that specialise in that area And who are appropriately qualified in that area. I don't believe financial planners are .
I will not use financial planners for several reasons, the most important reason being that my own analysis has always been superior to financial planners , many of whom simply subscribe to newsletters like Morningstar and regurgitate their findings.
then of course is the big question of the financial kickbacks they get and the question of whose interests are paramount to them ,......yours or theirs.
My advice is learn the financial ropes, develop a strategy and stick to it. It is not rocket science . Finally , .....never accept investment advice from stockbrokers .
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