Hourly-rate financial planner?

John: Jeff Crosby of Ameriprise in Redmond is one of the very best. I know they'll do planning for a fixed rate. He might be worth a contact. He's a great guy with a good track record. as you know, most financial advisors are paid by the transaction. I'll do some checking around for you. Good luck!

Paul

John,

I too am not into hiring a financial planner who is advising based on where s/he gets the biggest commission. It's something many people don't realize, but this is most often the case. Most people who say they are financial advisors are basically representatives or agents of big corporations that offer incentives for placing client investments into certain funds.

I've met with John Goddard who charges hourly and is not affiliated with any company or brokerage or fund. He will advise you after meeting and looking at your complete financial situation, goals, etc. He will tell you how to set yourself up with a discount brokerage (like Vanguard) instead of having someone else take control of your finances and make money off of your transactions or amount invested.

Most people have no idea how much it costs to manage their funds or how much their "planner" (really "representative") gets from their investments over time. If you are willing to learn, you can be so much more empowered and keep more of your own money.

To be clear, I am not talking about day trading! I am talking about managing your own assets with professional insight.

Here's John's info:

John Goddard Goddard Financial Planning, Inc. Dollars and Sense for Everyday Life 1100 Dexter Ave North Suite 100 Seattle,WA 98109

phone 206.273.7976 email John@GoddardFinancialPlanning.com
internet www.GoddardFinancialPlanning.com

Tell him hello!

Karrie

John, I suggest you interview with Justin Harris. He is a straight-up guy and understands the real-life of his clients. He won't hesitate to steer you to the right thing for you, even if he could make money steering you toward something else ...

Financial planners are one of the most common referrals I make, as a money coach. I love Debbie Whitlock.

I would also recommend [REMOVED by Admin]* - he is a true fee-based planner, and they are a rare-breed. He is a CFP who does no commissions.

*FROM ADMIN: The recipient of Mikelann's recommendation asked that his name be removed by request from the State Department of Finance because it violates their policy on testimonials. Please contact Mikelann directly, if you're interested in learning his name.