- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Fee Based Financial Planners
Posted on 8/1/09 at 4:44 pm
Posted on 8/1/09 at 4:44 pm
Any advice on selecting a fee-based financial planner? Basically, I would like to have a single visit to ensure that I have the appropriate amount of life insurace and ask various other questions about retirement planning.
3
Posted on 8/4/09 at 4:18 pm to Bayou Tiger
I am interested in this as well. Any financial planners on here that could outline types of investment vehicles, 529 plans, life insurance, etc. etc.
TIA
TIA
Posted on 8/4/09 at 5:08 pm to Bayou Tiger
I am a fee based financial planner and would tell you I charge yearly fee - hourly makes no sense. I see you might be in Woodlands. I have office in Houston primarily, but travel to Woodlands every other week. If your open to sitting down I will discuss everything with you and see if I can be of any help. Of course there is no fee, but if it makes sense we can discuss a business relationship more in detail and I can answer all your questions.
Do you have an email address?
Do you have an email address?
Posted on 8/5/09 at 8:12 am to Bayou Tiger
I'm not sure it is fee based or not, but I'd avoid Stanford Financial if I were you....
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News