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Dec 30th, 2023
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 Financial Planning
#12592281
01/23/18 08:25 PM
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Joined: Feb 2008
Posts: 3,169
Leonardo1
OP
TFF Team Angler
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OP
TFF Team Angler
Joined: Feb 2008
Posts: 3,169 |
Looking for a few suggestions. What I would really like to do is sit down and talk with a Financial Advisor who isn't trying to convince me to move all my assets to his company. I have things spread all over the place and I would appreciate someone to look at my current holdings and help align them. I just feel my money could be working better for me. I am willing to make a change but I don't want that to be the focus of the meeting if it is not necessary to accomplish my goals.
Will all of these guys work for an Edward Jones, Ameritrade type company? I am more than willing to pay an appropriate fee. Just need a little direction.
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Re: Financial Planning
[Re: Leonardo1]
#12592282
01/23/18 08:28 PM
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Joined: Mar 2010
Posts: 25,775
T Bird
TFF Guru
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TFF Guru
Joined: Mar 2010
Posts: 25,775 |
Get a Certified Financial Planner. They have fiduciary responsibility to you, not their firm.
Okie by birth, Texan by choice. ![[Linked Image]](https://texasfishingforum.com/forums/pics/userpics/2021/01/full-47849-80883-111.jpg) USAF "Thunderbirds" Alumni 1985-1989
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Re: Financial Planning
[Re: Leonardo1]
#12592283
01/23/18 08:29 PM
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Joined: Mar 2013
Posts: 6,091
aquaholic1822
TFF Celebrity
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TFF Celebrity
Joined: Mar 2013
Posts: 6,091 |
Z&D Investments is all you need to know. They tripled my annual earnings in 8 weeks.
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Re: Financial Planning
[Re: T Bird]
#12592287
01/23/18 08:33 PM
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Joined: May 2007
Posts: 40,326
WAWI
TFF Guru
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TFF Guru
Joined: May 2007
Posts: 40,326 |
Get a Certified Financial Planner. They have fiduciary responsibility to you, not their firm. This is the right answer for what you are looking for.
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Re: Financial Planning
[Re: Leonardo1]
#12592288
01/23/18 08:33 PM
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Joined: Oct 2010
Posts: 14,701
Frenzy
TFF Guru
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TFF Guru
Joined: Oct 2010
Posts: 14,701 |
I get 12-20% from Jan Lewan.
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Re: Financial Planning
[Re: Leonardo1]
#12592290
01/23/18 08:34 PM
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Joined: Dec 2008
Posts: 7,525
Samsonsworld
TFF Celebrity
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TFF Celebrity
Joined: Dec 2008
Posts: 7,525 |
Don't get married or have children. Best financial advice I can give.
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Re: Financial Planning
[Re: Leonardo1]
#12592341
01/23/18 09:18 PM
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Joined: Oct 2007
Posts: 19,756
Huckleberry
TFF Guru
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TFF Guru
Joined: Oct 2007
Posts: 19,756 |
You can marry, just don't have kids.
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Re: Financial Planning
[Re: Leonardo1]
#12592344
01/23/18 09:22 PM
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Joined: Mar 2003
Posts: 10,721
Fishin' Nut
TFF Guru
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TFF Guru
Joined: Mar 2003
Posts: 10,721 |
I rolled all my plans into a single self directed IRA account with Fidelity. Lot of options to invest in and stock trades are $4.95.
He is truly a sick individual.
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Re: Financial Planning
[Re: Leonardo1]
#12592453
01/23/18 10:36 PM
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Joined: Nov 2004
Posts: 1,678
Fourjs
Extreme Angler
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Extreme Angler
Joined: Nov 2004
Posts: 1,678 |
I rolled my company 401k into an IRA with Vanguard. Put it all in a balanced index fund specific to retirement. Low fees. Low maintenance. If I feel like I need advice, Vanguard can provide me with direction. Im comfortable with my decision.
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Re: Financial Planning
[Re: Samsonsworld]
#12592493
01/23/18 11:03 PM
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Joined: Feb 2004
Posts: 28,416
Okie Poke
TFF Guru
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TFF Guru
Joined: Feb 2004
Posts: 28,416 |
Don't get married or have children. Best financial advice I can give.
๐ Dallas Cowboys....eventual Superbowl Champions ๐
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Re: Financial Planning
[Re: Samsonsworld]
#12592513
01/23/18 11:22 PM
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Joined: Aug 2013
Posts: 2,234
Pinkus
Extreme Angler
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Extreme Angler
Joined: Aug 2013
Posts: 2,234 |
Don't get married or have children. Best financial advice I can give. Wisdom, lets not run those numbers on how much more wives cost than just visiting a professional from time to time.. lol
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Re: Financial Planning
[Re: Frenzy]
#12592521
01/23/18 11:27 PM
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Joined: Apr 2008
Posts: 10,548
JavelinJ
TFF Guru
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TFF Guru
Joined: Apr 2008
Posts: 10,548 |
I get 12-20% from Jan Lewan. My wife and I both got above 19% in our 401k's. Been an awesome year.
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Re: Financial Planning
[Re: Leonardo1]
#12592523
01/23/18 11:27 PM
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Joined: Sep 2008
Posts: 5,190
fishslime
TFF Celebrity
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TFF Celebrity
Joined: Sep 2008
Posts: 5,190 |
I highly recommend TIAA/CREF. Nonprofit set up by Andrew Carnegie for college professors. However, there is now a side that the general public can get in. Lowest fees in the industry and always free advice. They are one of the good guys out there as Scott Burns once said in his Dallas Morning News articles.
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Re: Financial Planning
[Re: Leonardo1]
#12592768
01/24/18 01:48 AM
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Joined: Apr 2008
Posts: 12,332
PaulGrapevine
TFF Guru
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TFF Guru
Joined: Apr 2008
Posts: 12,332 |
Sounds like youre looking for a fee only advisor with a CFP. Realize a good one does not work cheap. You can find one using the CFP website.
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Re: Financial Planning
[Re: Leonardo1]
#12592776
01/24/18 01:52 AM
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Joined: Dec 2011
Posts: 8,966
H.Town_paddler
TFF Celebrity
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TFF Celebrity
Joined: Dec 2011
Posts: 8,966 |
Eli Dragon if you're in the Dallas area.
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