Financial Planning
Good morning Terry, first I just love your passion. My parents have loved you and turned me unto you years ago.
In this crazy world we live in, trust is very important, no one wants to get ripped off. I trust you and am looking for a fee-based financial /Tax planner. I have worked my entire career as a Lt Firefighter and have just retired. I need some help organizing finances so my wife and I can retire comfortably and stress-free, somewhat. We have paid half of our children’s college and now that they have graduated, we are stuck with the rest!
Thank you and be kind.
Terry Says
I have the perfect solution for you. On my website, top right corner, is a small box that says “find a financial planner.” It will link you to a great service called Wealthramp. And it explains how they work — matching you with a carefully vetted, FEE-ONLY, FIDUCIARY financial planner. Or you can go directly to www.Wealthramp.com.
I get nothing out of this referral but the good feeling that you will be individually matched by Wealthramp founder Pam Krueger (and she is also my co-podcaster at www.FriendsTalkMoney.org). Her only goal in life is to get people away from ripoff artists and match them with good planners. In fact, I know many of the Chicago area planners and they are great. So give it a try and let me know how it works out.
And thanks for all those kind words!
