No, not really. He sort of just does what he wants to do and then informs us of it later. But when we set up our financial plan, he asked us how involved we wanted to be, and we told him we were paying him to worry about it so that we wouldn't have to. So, I can't really fault him for not running every sale by us. That's not what we wanted.
Paul, 80, New Canaan, Conn.
Sure, he listens. He's real interested in knowing what our expectations are. He always takes time to ask us what our plans for the future are. And he always asks us if we feel comfortable before he makes any changes to our portfolio. So, yes, I feel like he's very concerned about making sure we're heard.
Claude, 76, Mercer Island, Wash.
