The Dangers of an Irresponsible Planner

When planners try to get your business, what does the math in the analysis really mean, and where can they mislead you? What funds are going to get that 5-6% after inflation return we hear so much about? Will the goals you discuss in your initial meeting truly be achievable, or are they/you not accounting for things that could disrupt your plan. Kent offers a cautionary tale for those being courted by the biz’.