Timeline for What does a CFP do?
Current License: CC BY-SA 3.0
4 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Jan 13, 2015 at 18:16 | vote | accept | rhill45 | ||
| Jan 12, 2015 at 5:43 | comment | added | Rocky | Some of my best friends are CFPs! I know a few life insurance agents, too. On a more serious note, this is based on a lot of personal and professional research when I had the same questions. Also, if you know you need life insurance, you need a will, too. If you have a lot of assets, consider a living trust, but you can set that up later. | |
| Jan 12, 2015 at 1:54 | comment | added | rhill45 | This is extremely insightful and informative answer. Awesome thank you. If I may ask What is your reference here? Either source or is it from personal or professional experience? Are you a CFP? | |
| Jan 12, 2015 at 1:28 | history | answered | Rocky | CC BY-SA 3.0 |