Ask Terry Questions Financial planner/retirement

Financial planner/retirement

By Terry Savage on September 22, 2024 | Financial Planning / Retirement

Terry, we are having trouble finding a financial planner/retirement specialist for us normal people! Most seem to require a minimum of money to BE invested, whereas we already have a good amount invested and just need to get help making sure we are on the right track! Any help is appreciated! Love listening to you on WGN Radio!

Terry Says

If you’ve been listening to me for a long time, you already know that Financial Planning is about far more than just investments! And that I only recommend FEE-ONLY (no commission products) FIDUCIARY financial advisors. Find one here: https://www.terrysavage.com/pam-krueger-wealthramp/

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