Finding a financial planner

thumper1
Sat, 17 Aug 2024 21:48:13 +0000

MMRose:

How do I go about finding a good financial advisor to help me decide and to transition to retirement investing / spending? Pretty sure I want fee-only.

I found my financial advisor through word of mouth from satisfied friends. Do you know any folks well enough in your circle who would be willing to talk to you about this…and make a personal recommendation. That’s where I would start. Bonus if it’s someone recently retired from your place of employment and line of work.