Resetting the Retirement Clock

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  • #16
    Originally posted by New-born baby
    But perhaps Dave knows a higher class of certified planners than we do. This is no insult to Dave.
    I guess I do. The planners I know (had lunch with a half-dozen of them two weeks ago) take their jobs seriously as good stewards of their client's financial affairs. Maybe here in the midwest we have a different set of values?

    Comment

    • IIC
      Senior Member
      • Nov 2003
      • 14938

      #17
      Dave...I'm not tryin' to give you a hard time...Well, maybe I am...But I think you can take it ...

      This conversation reminds me of the guy who was lookin' for a marriage counselor...He wanted the guy who had been married the most times because he figured he had the most experience...LOL

      jk...But on a serious note...I never met a CFP that I would trust with my money...Giving you a hard time...You know that's my nature...But I am serious about CFP's in general...Best, Doug
      "Trade What Is Happening...Not What You Think Is Gonna Happen"

      Find Tomorrow's Winners At SharpTraders.com

      Follow Me On Twitter

      Comment


      • #18
        Originally posted by IIC
        But a "CERTIFIED" Financial Planner???


        CFP Board sets and enforces standards for the CERTIFIED FINANCIAL PLANNER™ certification, which is the standard of excellence in financial planning.

        Comment


        • #19
          Originally posted by DSteckler
          I guess I do. The planners I know (had lunch with a half-dozen of them two weeks ago) take their jobs seriously as good stewards of their client's financial affairs. Maybe here in the midwest we have a different set of values?
          Dave, let me see some of their web sites

          Comment

          • Lyehopper
            Senior Member
            • Jan 2004
            • 3678

            #20
            Originally posted by DSteckler
            Wow, Lye...sounds like you got taken once or twice by a smooth talker. Lots of anger in your post! I'm sure I can refer you to a fee only certified financial planner in your part of town who doesn't pitch any products, offer seminars, drive a Benz, and who wears bluejeans on the weekend. Just send me your zip code and I'll try to find you one within 25 miles.
            Sure dude!!!! Set it up.... 24122 is my zip code. I can't wait to meet him/her.

            That's "passion" Dave, please don't mistake it for anger. I know many smooth talkers, I employ several "smooth talkers".... Actually I'm a pretty smooth talker myself.... But I can assure you of this.... Any "smooth talking" I (or any of my salespeople) do to my/our customers WILL be backed up by stellar performance and unmatched quality.

            Actually I wear custom suits, starched shirts and gold cufflinks... I don't however drive a leased Mercedes.... It's not so much the fellas wardrobe nor his automobile.... My point is.... These guys portray themselves as something they are NOT and they DO NOT PERFORM!.... My mother-in-law (who is a widow) invited me to one of these fancy dinner/seminars. This cat was smooth.... Yet he's done NOTHING for her.... but take healthy commissions! She feels indebted to him because "he's just been so nice to her over the years, he even came to her husbands funeral."... Such a great guy!

            When I interview your hand picked "certified financial planner."... Tell him/her I want to meet at their house.
            BEEF!... it's whats for dinner!

            Comment


            • #21
              Originally posted by Runner
              Dave, let me see some of their web sites
              PM me your zip code.

              Comment

              • IIC
                Senior Member
                • Nov 2003
                • 14938

                #22
                Originally posted by DSteckler

                Maybe you are right Dave...We are from different worlds...or as you say "values"...I trust practically no one......But I still like you...Doug
                "Trade What Is Happening...Not What You Think Is Gonna Happen"

                Find Tomorrow's Winners At SharpTraders.com

                Follow Me On Twitter

                Comment


                • #23
                  Originally posted by Lyehopper
                  Sure dude!!!! Set it up.... 24122 is my zip code. I can't

                  When I interview your hand picked "certified financial planner."... Tell him/her I want to meet at their house.

                  hahaha......

                  Comment


                  • #24
                    I bet though some of these advisors are the real deal. Problem is many have given them a bad name. Yes Lye hit it on the head, set up the meeting at the advisors house and check out the mortgage to ensure it is not the advisors bosses house…

                    Comment

                    • IIC
                      Senior Member
                      • Nov 2003
                      • 14938

                      #25
                      It looks like this thread might get nasty...Hope we can all post our opinions w/o offending each other...I know I won't get offended no matter what is said...But I will admit that I offended some good long term members recently...as well as some newbies...I apologized and I believe the long termers know me well enough...via the net anyway...to forgive and forget...But I do feel a little bad because I think I ticked off some newbies that probably won't come back...Nothing I can do about it now though...Doug
                      "Trade What Is Happening...Not What You Think Is Gonna Happen"

                      Find Tomorrow's Winners At SharpTraders.com

                      Follow Me On Twitter

                      Comment


                      • #26
                        Originally posted by IIC
                        It looks like this thread might get nasty...Hope we can all post our opinions w/o offending each other...I know I won't get offended no matter what is said...But I will admit that I offended some good long term members recently...as well as some newbies...I apologized and I believe the long termers know me well enough...via the net anyway...to forgive and forget...But I do feel a little bad because I think I ticked off some newbies that probably won't come back...Nothing I can do about it now though...Doug
                        Hey Doug remember you have skin or steel or was it aluminum? I’m a hard head and can take a little harsh words from anyone…I've even landed on my head jumping out of an airplane..lol... Just don’t mess with my family…

                        Comment

                        • Lyehopper
                          Senior Member
                          • Jan 2004
                          • 3678

                          #27
                          Originally posted by IIC
                          It looks like this thread might get nasty...Hope we can all post our opinions w/o offending each other...I know I won't get offended no matter what is said...But I will admit that I offended some good long term members recently...as well as some newbies...I apologized and I believe the long termers know me well enough...via the net anyway...to forgive and forget...But I do feel a little bad because I think I ticked off some newbies that probably won't come back...Nothing I can do about it now though...Doug
                          Yo DEF!!!! You offended "The Stock Boy".... He won't be back.... But he ruined your five star rating just before Karel bounced his queer butt outta here. SsSsSsSsSsssssss!
                          BEEF!... it's whats for dinner!

                          Comment

                          • IIC
                            Senior Member
                            • Nov 2003
                            • 14938

                            #28
                            Originally posted by Runner
                            Hey Doug remember you have skin or steel or was it aluminum? I’m a hard head and can take a little harsh words from anyone…I've even landed on my head jumping out of an airplane..lol... Just don’t mess with my family…
                            No problemo...I'll just mess with you...LOL
                            "Trade What Is Happening...Not What You Think Is Gonna Happen"

                            Find Tomorrow's Winners At SharpTraders.com

                            Follow Me On Twitter

                            Comment

                            • IIC
                              Senior Member
                              • Nov 2003
                              • 14938

                              #29
                              Originally posted by Lyehopper
                              Yo DEF!!!! You offended "The Stock Boy".... He won't be back.... But he ruined your five star rating just before Karel bounced his queer butt outta here. SsSsSsSsSsssssss!
                              Ya know...I think I'm the only one that actually liked Adman...He had some good ideas...too bad it all ended up like it did...IIC
                              "Trade What Is Happening...Not What You Think Is Gonna Happen"

                              Find Tomorrow's Winners At SharpTraders.com

                              Follow Me On Twitter

                              Comment

                              • Lyehopper
                                Senior Member
                                • Jan 2004
                                • 3678

                                #30
                                Originally posted by IIC
                                Ya know...I think I'm the only one that actually liked Adman...He had some good ideas...too bad it all ended up like it did...IIC
                                You're just too freakin' nice IIC.... No wonder all the financial babes love you so much.

                                Question for DEF: If you were a single man. Would you only date "certified" financial babes?
                                BEEF!... it's whats for dinner!

                                Comment

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