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Recommended financial advisors?
Posted on 5/28/18 at 2:54 pm
Posted on 5/28/18 at 2:54 pm
Can anyone recommend a financial advisor I can sit down with in the Baton Rouge/denham area?
Posted on 5/28/18 at 3:02 pm to thatguy
Breaux Nader with Wells Fargo Advisors is good.
Posted on 5/28/18 at 4:24 pm to Sev09
Posted on 5/28/18 at 4:57 pm to thatguy
I haven't been in BR for many years so I have no idea who to recommend. That said, the answer depends a bunch on your specific needs. Some questions to consider:
1. How much $$$ are you talking about? $20k, $200k, or $2m?
If only $20k you will probably be paying high commissions just to make it worth the advisor's time. Frankly a roboadvisor might be your best option. $200k is the low end of when you might be looking at fee-only advice, and $500k for more full-service.
2. What do you need exactly? Just investment choices, or a long-term financial plan? Is insurance expertise needed or are you just investing?
3. Do you (or are you likely to) own a business? Any special tax needs? Do you need to plan for educational expenses for the kids?
1. How much $$$ are you talking about? $20k, $200k, or $2m?
If only $20k you will probably be paying high commissions just to make it worth the advisor's time. Frankly a roboadvisor might be your best option. $200k is the low end of when you might be looking at fee-only advice, and $500k for more full-service.
2. What do you need exactly? Just investment choices, or a long-term financial plan? Is insurance expertise needed or are you just investing?
3. Do you (or are you likely to) own a business? Any special tax needs? Do you need to plan for educational expenses for the kids?
Posted on 5/28/18 at 5:13 pm to white perch
Basically just some retirement stuff.
Posted on 5/28/18 at 6:23 pm to thatguy
Do you have 3 months of expenses in a savings account for emergencies?
Do you have any high interests outstanding debt (credit card, personal loan, etc)?
Does you job offer a 401k?
Do you have or are you eligible for a Roth IRA?
How old are you?
You are given a choice between 2 options:
A. A stable comfortable life with security
B. Hookers and blow when you can score some
Which is more appealing to you?
Do you have any high interests outstanding debt (credit card, personal loan, etc)?
Does you job offer a 401k?
Do you have or are you eligible for a Roth IRA?
How old are you?
You are given a choice between 2 options:
A. A stable comfortable life with security
B. Hookers and blow when you can score some
Which is more appealing to you?
Posted on 5/28/18 at 9:16 pm to thatguy
Carl Benedict
Poodle used to also recommend him
Sure miss Poodle
Poodle used to also recommend him
Sure miss Poodle
This post was edited on 5/28/18 at 9:17 pm
Posted on 5/29/18 at 12:23 pm to thatguy
Todd Gautreaux
Red River Bank
Red River Bank
Posted on 5/29/18 at 9:44 pm to thatguy
What are your goals for the money?
Is qualified (retirement account) money, or non-qualified?
Does the advisors location matter to you? Do you want an advisor that's willing to see you at your place of business, or would you prefer to meet with him at his office?
Is qualified (retirement account) money, or non-qualified?
Does the advisors location matter to you? Do you want an advisor that's willing to see you at your place of business, or would you prefer to meet with him at his office?
Posted on 5/29/18 at 9:46 pm to jrobic4
Posted on 5/31/18 at 11:10 am to thatguy
call Shannon @ 225.755.2274, she's been in the business for 20yrs, she'll take care of you.
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