| Do I see a financial advisor/planner, or someone else entirely?

Do I see a financial advisor/planner, or someone else entirely?

my_dodge_rules asked:


So I am not sure who I am supposed to use, or even if there is a difference.
I am looking for someone that can put us on a budget, and help us to plan for retirement.
Someone who would look over all of our bills and help us form the best plan of action.
So who should I be looking for? And how do I know if they are any god or not?

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Comments

3 Responses to “Do I see a financial advisor/planner, or someone else entirely?”

  1. vlakieste on April 28th, 2009 12:13 am

    Indeed, you describe the services of a financial planner. You can look in your local phone book for one - often the consultation visit is free. You can even ask them for clients of theirs who can tell you about what they like or don’t like about their services. Feel free to ask them a LOT of questions. They’re used to it, and that’s what they’re there for. :-)

  2. mister ed on April 28th, 2009 5:47 am

    there are folks that make there living doing that called planners but i believe if a person can write a complete and do basic math they can do it them selves == yes you will need a broker to handle your investments but for the things you discuss you can do to your self == it you want a few pointers email me!!!!

  3. greg robinson on April 28th, 2009 4:39 pm

    I am not sure where you are located but i work for a financial firm in Cranford, NJ. We do not charge a consultation fee. We work on establishing processes such as establishing a systematic savings program, retirement planning and many more wealth accumulating strategies. If interested let me know…