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By Terry Savage on August 21, 2018 | Financial Planning / Retirement

Hi Terry, My husband is 60 and will retire within the next 7 years. We have a current portfolio $850,000.00 plus our home which is paid for. Its value is about $320,000.00. We have worked with a fee only based Financial advisor for 17 years. We are thinking about joining Geiger Wealth Management. I would like to know the difference between the two and who would we be better serviced by?

Terry Says

Why on earth would you leave a fee-based financial adviser who has helped you accumulate nearly a million dollars?

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