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Old 09-01-2020, 07:21 AM
  #14  
StillFlyingaBus
New Hire
 
Joined APC: Aug 2020
Position: A320 Captain
Posts: 4
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Originally Posted by AirBear View Post
Thanks for posting about Wings Wealth Management. They're just a 20 minute drive from my house and I had never heard of them. They have a quiz you can take on how ready you are for retirement. I've been out on medical for over 3 years now and won't be going back so my case is different but I may call them and see what they say. I'll have to see how much they charge, that's been the sticking point with Schwab, they charge a couple of percent per year which is thousands of dollars.
I took that quiz, too. And failed miserably (I made like a 48% or something like that). And I was one of these guys who really knew what I was doing. Until I found out I didn't. One thing I can say I really like about them is that it is truly personalized - to me and my family. In the past, if I ever called Fidelity, I just talked to some kid in a call center. Good luck with it. You should re-post about how it went. They can probably help a lot of folks like us
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