A close relative of mine used to second guess her physician all the time. I felt if you don’t have a doctor you trust, get a new doctor.I think I agree with your answer ..... I was pretty dumfounded with the advice and was second thinking myselfYou are demonstrating the difficulty with using advisors. How do you know if they are any good? Once you know enough to evaluate their decisions, you probably don't need them.
Based on what you have provided, I would get a different advisor.
And, while everyone should have a doctor, most of us don’t need an advisor. I am not smart, and I have a bunch of doctors, but I have done fine without an advisor. CPA
Estate Attorney
Advisor 
Statistics: Posted by TomatoTomahto — Tue Jan 13, 2026 10:05 am — Replies 11 — Views 339