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Fiduciary in Hammond Area Recommendations
Posted on 1/18/26 at 8:41 am
Posted on 1/18/26 at 8:41 am
My parents are in their 70’s and asked me to help look at their current assets that are managed by a “friend” at Northwestern.
I’m not a financial expert and obviously at different stage of my retirement planning, but I believe they are overexposed/invested in single stocks and the stock market in general. They are probably paying their friend a stupid fee for this too.
I used my favorite free fiduciary (AI) to give a second opinion, but I think they need to go see a real fiduciary because I don’t want them planning their financial future on AI or my advice.
Any suggestions?
I’m not a financial expert and obviously at different stage of my retirement planning, but I believe they are overexposed/invested in single stocks and the stock market in general. They are probably paying their friend a stupid fee for this too.
I used my favorite free fiduciary (AI) to give a second opinion, but I think they need to go see a real fiduciary because I don’t want them planning their financial future on AI or my advice.
Any suggestions?
Posted on 1/18/26 at 8:44 am to LSU Delirium
True Wealth Advisors. I recommend William Maisano.
Posted on 1/18/26 at 8:47 am to LSU Delirium
Burns. Ask for Christian. 
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