Last week’s Edelman rep owns a completely different philosophy.
After a few hours of reviewing our situation, he offered to draft an official financial plan – an $800 service. But he immediately said directing that $800 toward our debt pay off would be his first recommendation … vs investing it toward his fees at this time.
- Edelman’s financial planner post, part 1
Code of Ethics per the folks at Certified Financial Planners Board of Standards.