Ask Terry Questions Financial planner I can trust

Financial planner I can trust

By Terry Savage on November 07, 2021 | Financial Planning / Retirement

We have some inheritance coming soon. How to find a good honest financial planner for advice. Any recommendations?

Terry Says

Yes, absolutely. Either click the link on the small blue box that says “Find a Financial Planner” on my website, or go directly to Wealthramp.com. There you will be matched with several carefully vetted, FEE-ONLY, FIDUCIARY financial planners.
These are people who are not trying to sell you stuff. They promise to put your interests first and charge only a fully-disclosed fee for the plan. My friend and co-podcaster Pam Krueger set up this site to help people find planners they can trust. (I know many of them in the Chicago area, and would have to agree that this site gives you the best of the best!)

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