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Started By
Message
Financial People Recomendations in LC area.
Posted on 9/11/22 at 5:36 pm
Posted on 9/11/22 at 5:36 pm
Anyone have any recommendations?
Looking to see about who can help the wife with money should I cease being here.
What I leave behind with life insurance shell need someone to help set it up for disbursement and to get as much out of it as possible. It'll be quite a bit.
We have 3 kids and homeschool so she doesn't work. She's a certified teacher and can get a job if needed but they'll need to be time for her to adjust to life without me potentially. Kids will need to be put back in school probably. Maybe move.
I'll have 950k for her. Everything paid but mortgage. It's an older home and there's not a ton left on that either.
Thanks for any recommendations.
Edit to add. We're 40. Kids are 12, 10, and 8
Looking to see about who can help the wife with money should I cease being here.
What I leave behind with life insurance shell need someone to help set it up for disbursement and to get as much out of it as possible. It'll be quite a bit.
We have 3 kids and homeschool so she doesn't work. She's a certified teacher and can get a job if needed but they'll need to be time for her to adjust to life without me potentially. Kids will need to be put back in school probably. Maybe move.
I'll have 950k for her. Everything paid but mortgage. It's an older home and there's not a ton left on that either.
Thanks for any recommendations.
Edit to add. We're 40. Kids are 12, 10, and 8
This post was edited on 9/11/22 at 5:37 pm
Posted on 9/11/22 at 7:33 pm to thejudge
Stephen Liles with Oak Grove Wealth Mgmt is worth a call.
Posted on 9/11/22 at 7:56 pm to thejudge
Jody. Sorry. Thought this was the OT forum.
This post was edited on 9/11/22 at 7:57 pm
Posted on 9/11/22 at 8:00 pm to thejudge
Would recommend Todd Blanchard at NW Mutual. He has helped set us up with a solid plan for retirement and kids future. For reference I’m 41 and wife is 40 so we are in a similar spot.
Posted on 9/12/22 at 7:40 am to thejudge
Perhaps we should talk
Sam Hebert literally copyrighted that phrase
Sam Hebert literally copyrighted that phrase
This post was edited on 9/12/22 at 7:40 am
Posted on 9/12/22 at 9:54 am to SlowFlowPro
Yea.. I've had some dealings there not financially and decided I don't want tonuse him for that.
Haha
Haha
Posted on 9/13/22 at 7:56 am to thejudge
Anybody ever use FMP wealth advisors? Got recommended them by a friend
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