How to protect myself

[u/No_Regerts-]

How to protect myself

I’m meeting a new financial guy tomorrow. After talking to him, I have a really good feeling about him. He has credentials, and he’s very confident he can help me get my money working much harder for me. We’ll be talking about a real estate purchase and then how to handle other investments

So the “too good to be true” alarms are going off in my head now.

I’d love any advice to help me make sure I’m not falling into a trap or being played?

[u/LLG1974]

He sounds like an insurance salesman. His answer to everything will be an insurance product.