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Financial Advisor? #14527045 11/06/22 06:31 PM
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fishin'aholic2 Online Content OP
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Does anyone know of a good financial advisor they trust? We are looking to see our options going forward and want some advice.

Thank you!


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Re: Financial Advisor? [Re: fishin'aholic2] #14527085 11/06/22 07:33 PM
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bloo_rainger Online Content
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At this point I’m thinking about losing mine.
I have a pretty conservative portfolio that really doesn’t require a certified planner to manage.
With being old and having no debt he is actually my most expensive expense.

Re: Financial Advisor? [Re: fishin'aholic2] #14527100 11/06/22 07:57 PM
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RoadRunnerTR21 Online Content
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I sent to you a recommendation in a PM.

Re: Financial Advisor? [Re: bloo_rainger] #14527128 11/06/22 09:02 PM
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grandbassslayer Online Happy
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Originally Posted by bloo_rainger
At this point I’m thinking about losing mine.
I have a pretty conservative portfolio that really doesn’t require a certified planner to manage.
With being old and having no debt he is actually my most expensive expense.

I agree. Ramsey recommends everyone get one, it’s one of the few things I disagree with him on. I don’t see anything a adviser could do differently for me- as a matter of fact I’ve sat in an advisers office and it was clear I knew more than him about personal finance/investing.

Re: Financial Advisor? [Re: fishin'aholic2] #14527145 11/06/22 09:26 PM
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Bob Davis Online Content
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I have one but he is in Richardson. You should find one close by and convenient.


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Re: Financial Advisor? [Re: grandbassslayer] #14527148 11/06/22 09:35 PM
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With being old and having no debt he is actually my most expensive expense. [/quote]
I agree. Ramsey recommends everyone get one, it’s one of the few things I disagree with him on. I don’t see anything a adviser could do differently for me- as a matter of fact I’ve sat in an advisers office and it was clear I knew more than him about personal finance/investing.[/quote]

This ^^^

Re: Financial Advisor? [Re: fishin'aholic2] #14527153 11/06/22 09:37 PM
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My son in law is a financial advisor in Ennis. I am prejudiced.
I know little other than we talk finances and he is successful at it.


Re: Financial Advisor? [Re: Allison1] #14527329 11/07/22 01:11 AM
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bloo_rainger Online Content
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Originally Posted by Allison1
My son in law is a financial advisor in Ennis. I am prejudiced.
I know little other than we talk finances and he is successful at it.



You can’t loose as the advisor.

Re: Financial Advisor? [Re: fishin'aholic2] #14527377 11/07/22 01:46 AM
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It’s something I’d like to start doing and I’d love to practice with your future. Call me.


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Re: Financial Advisor? [Re: bloo_rainger] #14527391 11/07/22 02:11 AM
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Originally Posted by bloo_rainger
Originally Posted by Allison1
My son in law is a financial advisor in Ennis. I am prejudiced.
I know little other than we talk finances and he is successful at it.



You can’t loose as the advisor.


Don't argue with the mailman.

Re: Financial Advisor? [Re: fishin'aholic2] #14527644 11/07/22 02:24 PM
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My son is and works for Northwestern Mutual but he is in Austin. He could get you set up with a local rep for you. Reach out to him via his email at cory.duran@nm.com and best of luck to you.

Cory Duran | Financial Advisor I CUD

3700 N Capital of Tx Hwy, Austin, Tx, 78746
P: 972.824.1997
E: Cory.Duran@nm.com

I forgot to add that he is killing it for me but then again he gets half when I croak.


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Re: Financial Advisor? [Re: fishin'aholic2] #14528531 11/08/22 03:58 AM
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Fun stuff!! There are actually people that do that for a living and pride themselves on it. Hard to sell an intangible product but next to a family and religion, no one thinks about, of course we all
live forever and our family is perfect. One of those, that would never happen to me?!?!!?! It happens, not for everyone, but if planned ahead, it does help. But from a guy that has done this for a living, and one that is going through it myself.


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Re: Financial Advisor? [Re: fishin'aholic2] #14528544 11/08/22 04:14 AM
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My guy did me right. And continues to.

Re: Financial Advisor? [Re: Mudshark] #14528553 11/08/22 04:41 AM
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Originally Posted by Mudshark
It’s something I’d like to start doing and I’d love to practice with your future. Call me.

This right here is what makes this place so special. It is truely heart warming what you guys will do for each other.


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Got yourself a gun....
Re: Financial Advisor? [Re: fishin'aholic2] #14528749 11/08/22 02:52 PM
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LPL Financial in Fort Worth. Solid guys.

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