Originally Posted by matadorpoeta
thanks for the replies. her account has the usual mutual funds, annuities, etc... but she is not actively trading and knows nothing about caring for her finances. i don't know anything about this type of thing either, which is why i'm asking here.
so how do i help her find someone else? what do you look for in a financial advisor/company?
Well, given what you say above, you have two choices: