Quote:
Originally Posted by pjard
Can anyone recommend a Financial Planner in the area?
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Seems like most of the replies here have been focused solely on investment management. I recommended a fee only CFP because they provide far more than investment advice and for many people that is very important. Things such as tax planning, educational expense planning, insurance needs, estate planning, budgeting, etc. A good Planner becomes something of a life coach from a financial perspective, so you sure don't want that person to have any product ties based on commissions or their employer. Also you can't measure their worth solely on your portfolio's return. If they help you save more, earlier, those will drive your nest egg far more than any slight difference in fees. Again, check out
www.lakesidefinancialplan.com to see what services a good holistic fee only CFP offers.
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