How to get really objective smart $$ advice

Mom0f3
Fri, 01 Feb 2013 19:10:04 +0000

We got our fee-based financial planner through the recommendation of cc’er DougBetsy. Thanks, DougBetsy! He met with us twice and helped us to look globally at both our retirement and non-retirement investments, long-term needs and wants, including travel and even paying for our kids weddings, and to set a goal for when we can retire. We even had him meet with our son, who has stock options from his job, to help him get started on the right foot in terms of saving. He recommended consolidating into low cost ETFs and mutual funds, such as Vanguard. We felt very comfortable with his advice, and thought it was well worth the money we spent for the plan.