Financial Planner: Myself
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Financial Planner
Asked by N.P. from Chicago
on April 8, 2011
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Who is your financial planner? Do you trust him/her? How large are their fees?
Answers
- We use Money Matters in Plano TX. They charge 1% rather than set fees. If we don't make money, neither do they.
- We use Dan Kuczero at Merrill Lynch. He grew up in New Lenox and now works at ML in Lisle, thats where his office is but comes to our house whenever we need to talk. ...
- I have two that I recommend you talk with to see if they are a fit for you. Would you like their contact information?
Financial Planner
Asked by D.F. from Boston
on October 8, 2008
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Does anyone have a suggestion for a financial planner? Since our new addition 7 months ago we need term life insurance and are looking to invest some money. Does anyon...
Answers
- Hi D., We've been working with Paul Bougeois with LPL Financial in Winchester since our daughter was born 2 years ago. He is a certified financial planner, and works...
- Hi D., My husband & I have been working with a guy by the name of Chris Norton. He's affiliated with Horace Mann (my husband works in a school district) but manages ...
- Hi D., I can recommend you Modern Woodmen of America. You can reach Dave Orfalea can give you more info. My whole family work with him. You can reach him at ###-###-####.
Seeking Financial Planner in the City
Asked by A.C. from Chicago
on April 6, 2007
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I am looking for a good Financial planner to help figure out how to best save for our children's college. We have a good chunck of money sitting in a savings account ...
Answers
- Hi A. , Its never to early to worry about college . Have you and your husband thought about a college bound account , I have 2 tot boys and we have 2 accounts thro...
- Our Financial Planner, Todd, comes to our house. He is with AXA Financial which is located in Northbrook. We have been with him for 7 years now. We have used him fo...
- We have loved working with Bob Sieja with New England Financial. He makes housecalls and has young kids himself so understands young parents' concerns! His number is...
Financial Planner in Edina/Minneapolis Area
Asked by J.C. from Minneapolis
on April 28, 2006
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I'm looking for a great financial planner in the Bloomington/Edina/Minneapolis area but am willing to drive further for the right person. Does anyone have an recommend...
Answers
- My Name is A. Helgerson & I am a Financial Advisor With Merrill Lynch in Downtown Minneapolis. My team and I focus on Clients in need of a Total approach to meeting t...
- My husband and I go to Elizabeth Owens with Ameriprise Financial. She is wonderful and has straightened out our finances and has put together a great financial plan f...
- Okay, I know its not quite in your requested area, but we have been very happy with Jeremy Dobson (Ameriprise Financial) in New Brighton. Its a bit of a drive for us,...
How Did You Find Your Financial Planner and What Are Typical Fees?
Asked by M.T. from Minneapolis
on July 31, 2011
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Hi, I'm wondering if it would be good for my husband and I to talk to a financial planner. We're not looking for an investment advice. We just want someone objective...
Answers
- We highly recommend Kevin Sale. He's in business for himself and is very down to earth and reasonable rates. He's a fee only planner and gives hourly advice. Majority ...
- We live in Minneapolis & use a financial planner through North Star Resources. I think that the company is great! The most valuable thing, IMHO, that a financial pl...
- Or you might try contacting your banking institution and see if they offer a service like you are seeking. If you are part of a credit union, even better. They usua...
Need Help Finding a Financial Planner and Trust Lawyer
Asked by K. from Denver
on February 19, 2008
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Hi everyone!
Does anyone have any good recommendations for a financial planner and/or trust lawyer? I just had my first child and my husband and I need to get our li...
Answers
- K., are you a moxie mom? If so, (it's not that expensive if you aren't--$50), you get 20% off with Kurt Hofgard, who specializes in estates: http://www.estateplanning....
- Hey K.! I am new to mamasource and happened by your request shearly by chance. I have a wonderful financial planner for my husband and I. We have two girls (3 and...
- I don't have a financial planner to recommend, but I work at a terrific law firm (Holland & Hart) with some nationally ranked estate/trust attorneys as well as tax att...
Independent Financial Planner Western Suburbs
Asked by L.G. from Chicago
on March 5, 2011
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I am looking for a referral to an independent or fee based financial planner. I do not want to work with someone who works on commission. I live in Lisle and would b...
Answers
- I have two recommendations for you. Shawn Russell of SagePoint Financial, ###-###-#### and Lynn Torre of Financial Transitions Ltd, ###-###-####. I think you'd be ha...
- John Westerfield, Fire Tree Financial (offices in St. Charles and Naperville). He works with a group. I am not sure how they work out their financial planning fees, as...
- We recently used Laurie Blazek ###-###-#### in River Forest and we were very pleased with her assessment and the information she provided. She looked at all of our in...
Need a Financial Planner And/or Lawyer
Asked by A.W. from Minneapolis
on March 23, 2007
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After having our first child a couple of years ago, my husband and I have struggled with the idea of needing to have a will - as well as get our finances in order (sav...
Answers
- My cousin's husband is a financial planner with Edward Jones. He works out of there Farmington office. His name is Jeff Myers.
- A., My husband and I have a college fund set up for both of our kids which is tax free money, we also just set up a will. We are using a CFP who I grew up with so ...
- I have worked with our financial planner for about 10 years now. Her name is Laura Basballe as she is with Focus Financial, an independent firm. Her # is ###-###-###...
Financial Questioin
Asked by H.M. from Detroit
on September 15, 2010
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Like almost every other person out there my husband and I are in a financial bind. We have a ton of credit card debt. My husband wants me to cash out my IRA of which...
Answers
- Both are bad ideas. Doesn't matter "how much of your own money" you put into it--it has retirement value and to use it is unwise. Also cashing out or usig part of a ...
- Haley, If Dave Ramsey seems too drastic for you and your husband, you might want to check out Pam Young's book "The GOOD Book - Get Out Of Debt". Here's a link: ...
- You might look into borrowing from the 401ks instead of cashing out. I believe the penalties are pretty steep to cash out...like 30%. Get some sound advice.
Financial Planning?
Asked by A.G. from Chicago
on June 1, 2012
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Ugh!!! We have got to get on a financial plan. I have figured out that my mind does not like the term "budget"--it sounds so restrictive to me. Anyway, . . .
We ...
Answers
- We have not seen a financial planner yet either since we know a few that were mechanics or engineers a few months earlier and took a course and now do not seem qualifi...
- talk to a financial planner....a reputable one in your area...dont take advice from here. the finacial planner can plan u down to college, retirement, and have exttras...
- Here is my disclaimer - I am a financial planner. I am also Series 7 and 66 licensed (I can sell stocks, bonds, mutual funds, and managed accounts, REITS, etc.). It ...
