Wealth Managment

I guess there was a good reason after all for dodging all those phone calls that offered "wealth management consultancy services". Every time I get such a call, my answer would be a blunt "Thanks, but no thanks".

About 3 months ago, one particular caller was very persistent. In fairness, he did sound courteous and sincerely professional; so I decided to give him a shot and find out what these financial "advisors" are all about.

He came over to my office and spent about an hour asking every sort of question about everything I own, owe and planning to own or owe. I was brutally honest and give the advisor accurate details.




I never heard back from him again. Should I be worried?