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133743Hokie

Joined: 10/07/1999 Posts: 36643
Likes: 11723


Managed our investments until I retired. We interviewed 3 financial


planning/wealth management firms and selected one that was probably the most conservative of the 3. Preservation of capital and generating income were the two drivers. Been almost 10 years and they've done great, and I haven't had to put the time into it thatIi did for all of those previous years. Sleep easy, no worries.

(In response to this post by RoswellGAHokie)

Posted: 07/17/2018 at 1:30PM



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