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re: Need advice re: financial planner

Posted on 6/19/10 at 10:23 am to
Posted by Tigris
Mexican Home
Member since Jul 2005
12444 posts
Posted on 6/19/10 at 10:23 am to
quote:

I know of a guy who charges a flat fee per year for financial planning services and he has good recommendations


I think you are on the right route with that but you have a lot at stake so I'd interview something like five of them and find one with experience, that you are comfortable with, and recommendations from people you know always help. With that kind of income I'd look for fee only advisors. If you are having trouble finding enough recommendations for fee only advisors try this site for a few to add to the interview process.

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