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Personal Investment & Financial Planning Q`s/John D Smith, CFP
All Reviews from Users
Column Headings: K = Knowledgeability C = Clarity of Response T = Timeliness P = Politeness
N = Nominated for Expert of the Month
| Date | User | K | C | T | P | N | Comments |
|---|---|---|---|---|---|---|---|
| 2009-11-20 | Marie | 10 | 10 | 10 | 10 | No | |
| 2009-11-11 | Jasmaine Taylor | 10 | 10 | 10 | 10 | Yes | Very knowledgeable and responsive. |
| 2009-10-30 | Harry | 10 | 10 | 10 | 10 | No | Thank you, John. That's all I needed. I appreciate this. I asked Shane before, who just did not get it! |
| 2009-10-29 | Joe | 8 | 9 | 10 | 10 | No | |
| 2009-10-26 | KEN | 10 | 10 | 10 | 10 | No | excellent and fast response |
| 2009-10-19 | Dan | 10 | 10 | 10 | 10 | No | Thanks for the quick and detailed response! |
| 2009-10-13 | Erika | 10 | 10 | 10 | 10 | Yes | John, absolutely wonderful! Thank you for info! Yes, both my accounts' statements should have been sent to a relative's US address since I was working outside the country. Unfortunately this wasn't done. (I didn't realize that the accounts could be closed, etc...) I will resolve the 1st as is, but this second one indeed seems to be more of a complication. I'll see how far I can get. Thanks much!! |
| 2009-10-12 | James | 10 | 10 | 10 | 10 | Yes | Thank you for making a complicated issue understandable. |
| 2009-10-08 | Karan | 10 | 10 | 10 | 10 | No | your answer provided me with valuable clues & gave me direction to proceed |
| 2009-10-07 | cy | 10 | 10 | 10 | 10 | Yes | outstanding help with my question cleared up all my doubts thanks alot |
| 2009-09-20 | Mike | 7 | 8 | 8 | 10 | No | |
| 2009-09-15 | A | 10 | 10 | 9 | 10 | No | Understood, thanks |
| 2009-09-10 | KjK | 10 | 10 | 10 | 10 | No | Thank you! |
| 2009-09-09 | Tim | 10 | 10 | 10 | 10 | No | Thank you, your answers helps! |
| 2009-08-03 | malissie | 10 | 10 | 10 | 10 | No | Thank you for the information. I appreciate you time and quick response. |
| 2009-07-20 | Frank | 10 | 10 | 10 | 10 | Yes | John, thank you so much for your prompt and thoughtful response! |
| 2009-07-20 | John | 10 | 10 | 10 | 10 | No | Thanks for your response. It's great to be able to ask questions in this format. Best wishes to you Mr. Smith. |
| 2009-06-18 | James | 10 | 9 | 10 | 10 | Yes | thanks very much |
| 2009-06-18 | Eddie | 10 | 10 | 10 | 10 | Yes | I like the way you think. Thanks a million. :) |
| 2009-06-12 | Shawn | 10 | 10 | 10 | 10 | Yes | Thank you very much for your opinion. |
| 2009-06-11 | Daniel | 10 | 10 | 10 | 10 | Yes | Excellent advice. Thanks! |
| 2009-06-10 | anonymous | 10 | 10 | 10 | 10 | Yes | John was great, insightful and timely in his responses! I appreciate his time and advise. |
| 2009-06-08 | Gene | 10 | 10 | 10 | 10 | No | Thanks John--appreciate the fast response. Will follow up as you suggest. |
| 2009-06-03 | judy | 10 | 10 | 10 | 10 | Yes | John, thank you so much for your answer. Very helpful |
| 2009-06-02 | Nikki | 10 | 10 | 10 | 10 | No | Thanks Alot! |
| 2009-05-21 | rita | 9 | 9 | 9 | 9 | Yes | |
| 2009-05-05 | Joan Dalton | 10 | 10 | 10 | 10 | Yes | thank you. |
| 2009-04-28 | janet | 10 | 10 | 10 | 10 | Yes | Thanks for explaining that so well. That tax stuff is so confusing. I really appreciate it. Janet |
| 2009-04-28 | steve | 10 | 10 | 10 | 10 | No | Thanks. |
| 2009-04-20 | Mary | 10 | 10 | 10 | 10 | Yes | THank you so much. Very much helpfull. This is a great service |
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Answers by Expert:
John D Smith, CFP
Expertise
I can answer detailed questions regarding mutual fund investing, retirement planning, education planning and related financial planning/investment issues. I have a B.S. degree in Financial Planning & Counseling. I am also a Certified Financial Planner (CFP) and have performed fee only investment management and financial planning services for the past 11 years.
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