/ Ask Terry Questions / Fiduciaries in southwest suburbs, i.e. Orland Park

Fiduciaries in southwest suburbs, i.e. Orland Park

By Terry Savage on September 14, 2020 | Financial Planning / Retirement

Whenever I google Fiduciaries, I get large brokerage firms or individuals out of state. My wife and I recently retired with: pensions, 401K’s, and bank accounts. We are looking for someone trust- worthy to put it all together for the remainder of our lives; and assure smooth transfer to our children.
Thank-you so much.

Terry Says

Go to www.Wealthramp.com to be connected by matchmaker Pam Kreuger to a FIDUCIARY, FEE-ONLY financial planner you can trust!

money

ASK TERRY

a personal
finance question