UnThreaded | Threaded | Whole Thread (3) | Ignore Thread Prev | Next
Author: TwoCybers Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 81642  
Subject: Seeking Financial Advisor Date: 3/15/2007 8:30 AM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0

My wife and I are seeking a financial advisor and would appreciate suggestions on how to find one. We have checked with friends and neighbors – apparently they don't have advisors.

Our need is somewhat uncommon. Currently we have both the skills and theinterest to manage our affairs. We are looking for support or aid to cover the inevitable time when we either can not or choose not to handle the task. We have no family members to handle this task.

I have found the National Association of Personal Financial Advisors web site (http://www.napfa.org) but don't know if this is a reasonable place to obtain names or not. Our preference would be to avoid brokerage houses and commission based relationships.

If it matters, we have no interest or motivation to leave inheritances and we can live on gross or pretax income equally 4% or less of our investments (IRAs, 401Ks and traditional investment accounts.)

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


The Retire Early Home Page
Discussion on accelerating retirement day.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! 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.