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Financial Advisor / Planner Recommendations?

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Kara
Now Zagat Rated!

Member since 3/07

13217 total posts

Name:
They call me "Tater Salad"

Financial Advisor / Planner Recommendations?

Can you please recommend a good financial advisor / financial planner? My fiance and I would love to discuss our short and long-term goals with someone who can help us plan.

We definitely need someone who will listen to our goals and take them seriously, as they're not your typical goals (we don't want kids and want to retire early).

Also, could someone please let us know how they work / how their fee structure works? We're not necessarily interested at this point in having the person invest our money for us, but would rather like feedback on our investment strategies, 401(k)s, plans to buy a home, etc. We'd like someone we can come back to with questions later on down the road, too. Do any planners just charge either an hourly or a flat rate? Approximately how much should we expect to spend?

Thanks in advance. Feel free to FM if you prefer. Chat Icon

Posted 4/4/07 8:14 AM
 
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CookiePuss
Cake from Outer Space!

Member since 5/05

14007 total posts

Name:

Re: Financial Advisor / Planner Recommendations?


Message edited 2/24/2022 8:04:33 PM.

Posted 4/4/07 8:50 AM
 

Kara
Now Zagat Rated!

Member since 3/07

13217 total posts

Name:
They call me "Tater Salad"

Re: Financial Advisor / Planner Recommendations?

Thank you! You'll probably have FM soon!

And thanks to those who sent FM, too.

I should add that we live in Nassau (Lynbrook), so someone in that area (or Garden City area) would be helpful.

Posted 4/4/07 11:08 AM
 
 

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