Financial Advisors- Ready Go
10-13-2020 | 07:44 AM
#1
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Financial Advisors- Ready Go
Wanted to tap the community for tips or recommendations for financial planners/advisors. Looking for something comprehensive that can help with /files my taxes. Any recommendations would be greatly appreciated as I'd like to speak with at least 3.
Currently speaking with Facet wealth who charge a flat fee and are somewhere in between a robo advisor and person-person.
Currently speaking with Facet wealth who charge a flat fee and are somewhere in between a robo advisor and person-person.
10-13-2020 | 08:55 AM
#2
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Joined: Apr 2017
Posts: 4,208
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I highly recommend this guy... he is brilliant but level headed and he loves to teach about his strategy:
http://www.paulwinkler.com
Check out some of his videos or podcasts.
He is based out of Nashville.
http://www.paulwinkler.com
Check out some of his videos or podcasts.
He is based out of Nashville.
10-14-2020 | 10:00 AM
#6
Gets Everyday Off
Joined: Aug 2016
Posts: 6,995
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From: Fully Retired
I am highly pleased with my Investment Managers. Minimum $500,000. They have been in business 40+ years. $135 billion with 75,000 clients worldwide under management.
Their investments beat the market averages on the way up. They lose less money on the way down. Average 3 - 6% better returns after their fees, each year. They have a depth of research few offer. They understand the markets much better than talking heads and news media. That puts them in the top 1 - 2% wealth managers for return. I have no vested interest in them. If you want their name, PM me.
Their investments beat the market averages on the way up. They lose less money on the way down. Average 3 - 6% better returns after their fees, each year. They have a depth of research few offer. They understand the markets much better than talking heads and news media. That puts them in the top 1 - 2% wealth managers for return. I have no vested interest in them. If you want their name, PM me.
10-14-2020 | 10:20 AM
#7
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I should be able to spend less that $750 in taxes.. *sarcasm*
10-14-2020 | 11:09 AM
#8
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Joined: Jun 2006
Posts: 1,347
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From: A320
Warren Buffet “the bet”
google it before you consider using an advisor at all
google it before you consider using an advisor at all
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