Hi Fools,My partner and I are planning a wedding in the next year, and we're looking for a financial planner and a lawyer in the Chicago area that can help us sort through what we need to do to protect each other and be set up for success.Any suggestions for either individual people or resources?Thanks!Gina
Hi, Gina. Check out the Garrett Planning Network. They have several in the Chicago area: http://garrettplanningnetwork.com/content/view/190/. Tell them The Motley Fool sent you, and you'll get a 10% discount. Best,Robert
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
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.