I'd like to meet with a financial adviser to see if there's anything we need to change/tweak in our retirement savings, college savings, life insurance plans, estate planning, etc. All while being very sensitive to our tax situation. I'm not looking to meet someone that will just try to sell me stuff after I spend a considerable amount of time showing them our financial state.
I don't want to be sold on whole life insurance, their company's mutual funds that have high fees, or some other gimmick that makes said financial adviser more money while screwing my family out of higher returns. I'd rather pay a healthy flat fee before they see my finances, then open up our financial records, and have them give me an analysis/suggestions (preferably written) on changes we should make. I would like it to be understood that it's a one time visit even though I may return later (or may not) if they truly do not try to sell me their products, etc.
How do I find this person in my local community?
Thanks!
.
This post was edited on 4/15 1:05 PM by jmed99
I don't want to be sold on whole life insurance, their company's mutual funds that have high fees, or some other gimmick that makes said financial adviser more money while screwing my family out of higher returns. I'd rather pay a healthy flat fee before they see my finances, then open up our financial records, and have them give me an analysis/suggestions (preferably written) on changes we should make. I would like it to be understood that it's a one time visit even though I may return later (or may not) if they truly do not try to sell me their products, etc.
How do I find this person in my local community?
Thanks!
.
This post was edited on 4/15 1:05 PM by jmed99
