Financial Planning
I love your attitude about fee only financial advisors. How can I find a good one if I only want a current financial retirement review, their suggestions on tax advantaged investing, but am not committed to signing them on full time?
Terry Says
Start the process here: https://www.terrysavage.com/pam-krueger-wealthramp/
Maybe you only need a one-time review, or maybe you need an annual review. But it’s wise to start with someone who is highly qualified and not trying to sell you anything!
Please write back and tell me about your experience.
