ST Alpha - "I can give you the contact for our guys. They do meetings over zoom with us and will do just a consult (that's what we started with). " (Reading a Post)

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In response to "speaking of retirement, I want to have a one-time consultation with a money person (not local). has anyone ever done this?" by amanda jeans

I can give you the contact for our guys. They do meetings over zoom with us and will do just a consult (that's what we started with).

Posted by spamlet Nov 11 '21, 12:41

I don't remember how much it was but there was zero pressure to do more with them beyond nudges. We did do more when the markets tanked last year and my wife freaked out but like I said never felt pressure to do so.

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can you send? do they care that I am poor? -- nm - amanda jeans Nov 11, 12:59 2
- YGM -- nm - spamlet Nov 11, 13:17 1
  - I emailed already. thanks! -- nm - amanda jeans Nov 11, 13:40

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I can give you the contact for our guys. They do meetings over zoom with us and will do just a consult (that's what we started with).

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