Thank you,samsmith wrote: ↑Sat Oct 21, 2017 9:57 pmI am sorry, but I just think this is just plain wrong. From reading these threads, I would argue that this is your last chance to back out. You already feel beholden to these guys and are already setup for the three meeting plan. If you cant back out now - how are you going to back out after they spend time with you. Once you see them even once - the people that recommended them will know that you took their time and did not sign up? Each visit will make it harder for you to withdraw.Too many people that have recommended them know that I will be seeing them, so its too late to back out. However they do their pre client program in 3 different meetings...each building on the others, so no paper work is signed until the second or third meeting. I am curious as to what they will say however and can guarantee no signatures from me. I will report back here either way and let you guys know.
I always find it easiest to withdraw on these types of things earlier rather than later. Better to never start. I would suggest you withdraw politely now - stressing you realized that you would be wasting their time at this point, because you have changed your mind and are not ready to make a move (or some such nonsense - I used to just say my dad was a financial planner. Maybe you just realized that your best friend from college is a FA).
I would bet if you go to the first meeting, you will be talked into at least "giving them a shot with some of your money."
If you cant force yourself to back out now, I don't see you ever backing out. As others have suggested, say no politely. Its best for all. Don't waste their time. My 2 cents. Good luck.
The meeting is on Tuesday, and after reading the fee schedule, especially the part where it says it is 2K to come u p with a plan, I will call tomorrow (Monday) and make sure that the meeting is truly no cost first. We will still go as my wife has reservations, she feels it may be worth paying fees if that means we do not need to ever stress about certain things...such as moving all our funds into the vanguard accounts. I feel strongly at this point about not using them. I do want to confront them (politely) re: the fee schedule however. That bit of news was very disturbing, as one of the persons that went to them is a family mamber of mine, and it seems like she was taken in by lies.