Ask Terry Questions Seeking a fiduciary financial planner

Seeking a fiduciary financial planner

By Terry Savage on March 02, 2021 | Financial Planning / Retirement

I’ve been saving a putting money away for my retirement and financial future. I’m looking to find someone who could do this for me because it gets confusing and I’m not that savvy as to make my money work for me. I’m 52 yr old woman and I’d like to find someone trustworthy and they could take care of this with me/for me. Are you taking clients? Or can you reccomend someone for me?
Thank you kindly

Terry Says

I don’t have any individual clients, but I do have a link at my website (top right corner) to Wealthramp.com — where you wil get matched with a carefully chosen, FIDUCIARY (putting your interests first) FEE-ONLY financial planner who is not trying to sell you anything. It’s a simple process and the first meeting should be free. Give it a try! PS I get NOTHING out of this recommendation except the knowledge you will be in good hands, whomever you choose in this process.

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