|
Forums59
Topics1,038,940
Posts13,955,935
Members144,183
| |
Most Online39,925
Dec 30th, 2023
|
|
 Financial Advisor?
#14527045
11/06/22 06:31 PM
|
Joined: Nov 2007
Posts: 16,064
KidKrappie
OP
TFF Guru
|
|
OP
TFF Guru
Joined: Nov 2007
Posts: 16,064 |
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!
|
|
|
Re: Financial Advisor?
[Re: KidKrappie]
#14527085
11/06/22 07:33 PM
|
Joined: Dec 2007
Posts: 14,454
bloo_rainger
TFF Guru
|
|
TFF Guru
Joined: Dec 2007
Posts: 14,454 |
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: KidKrappie]
#14527100
11/06/22 07:57 PM
|
Joined: Jan 2003
Posts: 4,979
RoadRunnerTR21
TFF Team Angler
|
|
TFF Team Angler
Joined: Jan 2003
Posts: 4,979 |
I sent to you a recommendation in a PM.
![[Linked Image]](https://texasfishingforum.com/forums/pics/userpics/2023/03/full-2660-175550-mako_blue.jpg) Light Blue 19 CPX
|
|
|
Re: Financial Advisor?
[Re: bloo_rainger]
#14527128
11/06/22 09:02 PM
|
Joined: Jun 2020
Posts: 11,097
grandbassslayer
TFF Guru
|
|
TFF Guru
Joined: Jun 2020
Posts: 11,097 |
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: KidKrappie]
#14527145
11/06/22 09:26 PM
|
Joined: May 2002
Posts: 82,397
Bob Davis
Bunkeroid Bob
|
|
Bunkeroid Bob
Joined: May 2002
Posts: 82,397 |
I have one but he is in Richardson. You should find one close by and convenient.
![[Linked Image]](https://texasfishingforum.com/forums/pics/userpics/2020/11/full-1606-72644-flagsmall.jpg) ![[Linked Image]](http://storage.proboards.com/301739/images/59Zi67J3Dhm1xCemT6hS.gif) Foxtrot Juliet Bravo
|
|
|
Re: Financial Advisor?
[Re: grandbassslayer]
#14527148
11/06/22 09:35 PM
|
Joined: Aug 2008
Posts: 1,613
CaptainCrunch
Extreme Angler
|
|
Extreme Angler
Joined: Aug 2008
Posts: 1,613 |
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: KidKrappie]
#14527153
11/06/22 09:37 PM
|
Joined: Dec 2003
Posts: 36,285
Allison1
TFF Guru
|
|
TFF Guru
Joined: Dec 2003
Posts: 36,285 |
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
|
Joined: Dec 2007
Posts: 14,454
bloo_rainger
TFF Guru
|
|
TFF Guru
Joined: Dec 2007
Posts: 14,454 |
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: KidKrappie]
#14527377
11/07/22 01:46 AM
|
Joined: Dec 2006
Posts: 45,504
Mudshark
TFF Guru
|
|
TFF Guru
Joined: Dec 2006
Posts: 45,504 |
It’s something I’d like to start doing and I’d love to practice with your future. Call me.
|
|
|
Re: Financial Advisor?
[Re: bloo_rainger]
#14527391
11/07/22 02:11 AM
|
Joined: Jul 2011
Posts: 5,289
Dubee
TFF Celebrity
|
|
TFF Celebrity
Joined: Jul 2011
Posts: 5,289 |
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: KidKrappie]
#14527644
11/07/22 02:24 PM
|
Joined: Jun 2010
Posts: 8,825
BlueNitro
TFF Celebrity
|
|
TFF Celebrity
Joined: Jun 2010
Posts: 8,825 |
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.
LiftSaver Trolling Motor Mounting Bracket - Patent Pending and LiftSaver Transducer Pole Mount www.liftsavertmmount.com![[Linked Image]](https://texasfishingforum.com/forums/pics/userpics/2022/04/full-13-136445-34601ls2.jpg) ![[Linked Image]](https://texasfishingforum.com/forums/pics/userpics/2022/04/full-13-136447-69933ls1.jpg) Works with MG Xi5, Xi3 and MK Terrova, Ulterra, PD V2 and Riptides as well.
|
|
|
Re: Financial Advisor?
[Re: KidKrappie]
#14528531
11/08/22 03:58 AM
|
Joined: Nov 2010
Posts: 12,094
Urban Fisher
TFF Guru
|
|
TFF Guru
Joined: Nov 2010
Posts: 12,094 |
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.
Jane says I've never been in love - no
She don't know what it is
She only knows if someone wants her
|
|
|
Re: Financial Advisor?
[Re: KidKrappie]
#14528544
11/08/22 04:14 AM
|
Joined: Jan 2012
Posts: 15,796
ko bass attack 27
TFF Guru
|
|
TFF Guru
Joined: Jan 2012
Posts: 15,796 |
My guy did me right. And continues to.
|
|
|
Re: Financial Advisor?
[Re: Mudshark]
#14528553
11/08/22 04:41 AM
|
Joined: Apr 2006
Posts: 24,815
outfishdya
TFF Guru
|
|
TFF Guru
Joined: Apr 2006
Posts: 24,815 |
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.
Woke up this morning
Got yourself a gun....
|
|
|
Re: Financial Advisor?
[Re: KidKrappie]
#14528749
11/08/22 02:52 PM
|
Joined: Apr 2010
Posts: 3,466
Zipster
TFF Team Angler
|
|
TFF Team Angler
Joined: Apr 2010
Posts: 3,466 |
LPL Financial in Fort Worth. Solid guys.
|
|
Moderated by banker-always fishing, chickenman, Derek 🐝, Duck_Hunter, Fish Killer, J-2, Jacob, Jons3825, JustWingem, Nocona Brian, Toon-Troller, Uncle Zeek, Weekender1
|
![[Linked Image]](https://texasfishingforum.com/forums/pics/usergals/2018/08/full-20730-226025-hat_thumb.jpg)