Financial Advice - Who to go to for help?

Discussion in 'Budget Board' started by Cindyluwho, Jun 8, 2009.

  1. Cindyluwho

    Cindyluwho <font color=red>I luv my chickens!<br><font color=

    Joined:
    Oct 19, 2002
    Messages:
    3,203
    DH and I are having second thoughts about selling our home and buying down. Where is the best place to go to get financial advice that takes ALL assets, liabilities, etc into consideration? We are members of AAL and I've got a call into them, but I really want expert advice. Any ideas?
     
  2. BridgetBordeaux

    BridgetBordeaux DIS Veteran

    Joined:
    Jun 27, 2008
    Messages:
    2,043
    Try to find a fee only finanacial planner. Expect to pay 150 to 400 (+/-) for a face to face session. You will need to be prepared to provide all your financial data as well as will and insurance info.

    Sometimes your bank/credit union/mutual fund company can point you in the right direction.

    Articles about these guys are available from sources like Kiplinger's and Money.
     

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