Ask Terry Questions Finding financial advisor

Finding financial advisor

By Terry Savage on January 11, 2020 | Financial Planning / Retirement

You mention fee based financial advisors. How do you find. As well as a tax advisors. We have one college student and HS child but wanted to retire in next 6 years… can you help us find good professionals?

Terry Says

The best place to search for a fee-based FIDUCIARY financial advisor (a fiduciary fully discloses all costs and promises to put your interests first) is to go to and get matched with these carefully vetted certified financial planners. the first meeting should be at no charge. Trust your instincts to see if it’s a good match, but at least you are starting with a good, honest group of advisors.

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