UnThreaded | Threaded | Whole Thread (3) | Ignore Thread Prev Thread | Prev | Next | Next Thread
Author: BruceCM Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 334  
Subject: Re: LGBT Financial Planner Date: 9/26/2010 1:01 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0
I'd second Robert's suggestion of the Garrett FP network. This is a pure fee-only organization, that minimizes...but does not necessarily eliminate...most conflicts of interest. I'd also make sure that the advisor you retain has the CFP or CPA credentials, as this insures the advisor has at least fundamental training in personal finance.

One other site you might check is www.napfa.org. This too is a fee-only group, but as such its members are also compensated by a percentage of your assets they manage, which means they tend to gravitate towards those clients with lots of investment $$. Nothing particularly wrong with this, although there is a potential conflict with your interests, by keeping your assets investable rather than in some other form, such as real estate equity, a gift trust or a life annuity.

BruceM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (3) | Ignore Thread Prev Thread | Prev | Next | Next Thread

Announcements

Objective Financial Advice
Your first stop in Finding a Financial Advisor should be TMF Money Advisor, from The Motley Fool.
Invest Better Hub
Take advantage of our newest free service, Invest Better!
New Fool-Branded Credit Card Available!
How does your card compare to ours?
Post of the Day:
Microsoft Corp.

Will Xbox Be a Lonely One?
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Facebook Fool Fan Club
Be a fan of the Fool over on Facebook!
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Get the Fool Phone App
Save and share content, zero in on sectors, podcasts, and much more!
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement