CFP, Tax Savings, Roth Conversion
What do think of the company “Facet” for retirement planning? My husband I have 6M+ in retirement assets and are a few years from retirement. We are also researching Craig Wear and his Q3 Advisors.
Terry Says
I don’t know anything about those advisors. BUT, I recommend you stick with a FEE-ONLY FIDUCIARY advisor who is not trying to sell you anything.
Please click on this link and watch the video. It’s the only way I can be sure you will be in good hands!
