Quote:
Originally Posted by theotherguy
Lookout - what is the best way to find an advisor/planner? I don't know how to evaluate one to make sure he/she knows what they are talking about.
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a positive word of mouth referral is always the best way (i may be a bit partial though. I don't advertise, I work referral only.*)
The key is to figure out what service you actually need. Do you need someone who just has good ideas on what stocks/funds/bonds to buy? Do you need someone to help you with creating a basic plan and setting you up with an appropriate asset allocation? or Do you need comprehensive tax/estate/investment planning?
If you don't even know where to start PM me and I'll point you in the right direction.
*just so everyone is on the same page, I am not now, nor will I ever use the cellar as a place to troll for clients.