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re: Financial Advisor Question
Posted on 12/17/13 at 12:07 pm to Cantstandya
Posted on 12/17/13 at 12:07 pm to Cantstandya
If you are just looking for advice, not a salesman, I would look at the larger local accounting firms to see if someone can do some fee based planning, I know one firm in BR has a CFP that does this and they are not a salesman. Just my two cents, it's sometimes better to find someone to help planning that doesn't have a dog in the hunt.
1
Posted on 12/17/13 at 12:21 pm to Mako
Not a bad point. Just make sure that they have training in the area. I have a client who, before coming to us, got all his advice from his accountant. Sure his tax advice was good, but he really knew nothing about the type of financial planning he was advising him on.
This post was edited on 12/17/13 at 12:26 pm
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