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Message
Retirement Advisor — Louisiana or Texas
Posted on 6/24/24 at 9:41 am
Posted on 6/24/24 at 9:41 am
I am looking for a fee for service advisor who can help me with the projections.
I’ve talked to Vanguard people and was underwhelmed.
I need someone who can run scenarios for me that involve potential relocation, home sales, etc., etc.
I can do in-person in BR, NOLA, or Houston.
Any recommendations for type of advisor and a name?
I’ve talked to Vanguard people and was underwhelmed.
I need someone who can run scenarios for me that involve potential relocation, home sales, etc., etc.
I can do in-person in BR, NOLA, or Houston.
Any recommendations for type of advisor and a name?
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