SERGE B. BARGAYO, RFP
Here’s a question from a certain Lady L.E. through a private message on Facebook: People who call themselves financial advisors, consultants, and so on, from insurance companies, mutual funds and even my bank, have been offering me various financial products. Three different advisors have visited me at home, and two others have shown up at my office to present to me their plans. It is really difficult for me to decide on their offers because I feel like I might get into trouble with the other advisors. How can I choose the right financial plan for myself?