Ask Terry Questions wealth management

wealth management

By Terry Savage on November 28, 2020 | Financial Planning / Retirement

How can you compare financial planning businesses? I’ve recently heard about Savant Wealth Management and would like to compare it to TIAA-Cref, which I currently use.

Terry Says

Well, I truly believe that people need a FIDUCIARY, Fee-only financial planner to makesure there are no conflicts of interest or hidden charges. There are very few of them. That’s why I recommend Wealthramp.com –where you are matched to an advisor that has been carefully vetting and meets these standards of putting your interests first and charging only a fully-disclosed fee!
there is a link near the top right of my website in one of the small blue boxes.

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