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Reply to "Recommend your financial planner"
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[quote=Anonymous][quote=Anonymous][quote=Anonymous]Try the credit union first. They're free.[/quote] That's not financial planning. Search on www.NAPFA.org or www.cambridgeadvisors.net and read carefully. Fee-only is very different from fee-based, and anyone who accepts any compensation other than the fees you pay them directly is a salesperson. Expect to pay at least $5,000 a year (a lot more if your situation is complex) for a good comprehensive planner. The fee may be billed directly or as a percentage of assets under management (in which case you'll probably need at least $500K in invested assets to be accepted as a client).[/quote] A financial planner recommended this to me and I have found it to be effective. He said that the vast majority of people can get most of their needs met this way. OP has nothing to lose by going that route first and THEN consulting a fee-based consultant later. [/quote]
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