Finding a financial planner

MMRose
Sat, 17 Aug 2024 21:28:45 +0000

As I mentioned in a post on a different thread, am thinking about retiring in the next few months— probably January.

I am a government employee so no social security(!) but I have a defined benefit pension that will pay me about 70 percent of my current take home, with spousal benefits that are pretty close to that. Or I could take a hefty cash payout. Spouse and I also have reasonable 401ks etc.

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’m happy for public general comments as well as any specific advice via DM.

Thanks!