Financial advisor recommendation
Hi Terry,
I always enjoy watching your segments WGN!
I was hoping you can point my wife and I in the right direction. We are seeking a good and trustworthy financial advisor with reasonable fees. We get approached by many individuals, but have a tough time discerning. We are in our 40s with two kids. I am a lawyer and my wife is an HR director. We max out our 401ks, have about $350 k sitting in a joint account and I expect another large bonus shortly.
Any suggestions are greatly appreciated
Terry Says
I’ve solved the problem with making individual recommendations thanks to my now good friend and co-podcaster, Pam Krueger. She created Wealthramp to solve the problem of finding fee-only, FIDUCIARY financial advisors. She makes the match, giving you a choice to call. All of her advisors are trustworthy — and you can interview a couple of them to see if there’s a “click”!
read this: Pam Krueger Wealthramp – Terry Savage
