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<blockquote data-quote="island1fox" data-source="post: 1265650" data-attributes="member: 4816">I know that we can have back and forth --some tongue in cheek --some not --but without a doubt Upstate makes an extremely important point --YOU --must value the advice of your financial advisor.&nbsp;When I retired I called Merril Lynch--AIG--Bank of America--UBS and Smith Barney.&nbsp;I gave them a few basic personal financial numbers and told them to develop a &quot;retirement plan&quot; for me.&nbsp;Some Companies made personal visit appointments with me --while a few just sent written or e-mail info.&nbsp;After an exhaustive interview and fact discussion process ---I found a very reliable -Professional Financial Advisor ---whose advice I value ---but I certainly make the final decision on any Investment .&nbsp;P.S.&nbsp; While I selected one advisor ----I combined the best from all plans submitted !!</blockquote>

[QUOTE="island1fox, post: 1265650, member: 4816"] I know that we can have back and forth --some tongue in cheek --some not --but without a doubt Upstate makes an extremely important point --YOU --must value the advice of your financial advisor. When I retired I called Merril Lynch--AIG--Bank of America--UBS and Smith Barney. I gave them a few basic personal financial numbers and told them to develop a "retirement plan" for me. Some Companies made personal visit appointments with me --while a few just sent written or e-mail info. After an exhaustive interview and fact discussion process ---I found a very reliable -Professional Financial Advisor ---whose advice I value ---but I certainly make the final decision on any Investment . P.S. While I selected one advisor ----I combined the best from all plans submitted !! [/QUOTE]

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