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re: Need advice re: financial planner

Posted on 6/19/10 at 5:45 pm to
Posted by kfizzle85
Member since Dec 2005
22022 posts
Posted on 6/19/10 at 5:45 pm to
Ah, a doctor. Last night, I was talking to some buddies who are in med school about cardiologists making that kind of money at precisely you age. In NOLA, a friend of mine works here. It might be worthwhile to give them a call. I also have a family friend that is the VP of the Morgan Stanley office in NOLA. I can give you his contact info through email if you'd like. I can't vouch for either as being good or bad as I am 24 and have no money, these are just the places I know of. The people, however, are definitely bright, honest, and hard-working.

ETA: I would definitely seek out a separate advisor for tax stuff though. Your CPA should be doing that now, if they're not, you need to get a new one.
This post was edited on 6/19/10 at 5:47 pm
Posted by tigerpurple84
Baton Rouge
Member since May 2010
971 posts
Posted on 6/19/10 at 6:04 pm to
Don't mean to be harsh, but you should also ask your financial planner the options you have if you get divorced.

I'm not saying you married a ho, but lots of people get divorced. Nothing about you makes you different.

Be a boy scout. Be prepared.
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