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September 13, 2014 at 5:19 am #612660
4th of EightParticipantWho has a great financial planner and why? I am aiming to get ready to plan for retirement and also want to be financially able to be more sound and fit in the $$$ department. Thanks!
September 13, 2014 at 6:50 am #813468
montanapupParticipantNicholas Naubert – Northwestern Mutual
nicholas.naubert at nm.com
425-351-9340
He’s my go to guy – very knowledgeable, responsive, professional and also a WS local. He’ll meet you to discuss. I’ve been very happy with him.
September 13, 2014 at 7:49 am #813469
sbreParticipantI’m a huge fan of Tom Lyons with Edward Jones, proven smart investement and timing over the years.
And he is sincerly interested in your best interests.
Two thumbs up!
206.937.3787
4054 California
September 15, 2014 at 12:21 am #813470
4th of EightParticipantBump (up the question!)
September 15, 2014 at 12:40 am #813471
kayoParticipantWe used Nancy Dienes at Goddard Financial Planning. Independent, fee-based planners with a no-nonsense approach (they are also fiduciary’s and are pledged to serve only the interest of their clients i.e. they don’t sell any products). I really liked the plan they came up with for us. It covered all the bases and utilized low cost funds. I also just discovered a website called Future Advisor that seems very interesting if you don’t want to pay the big fees of an independent planner. Worth checking out.
September 16, 2014 at 3:48 am #813472
elmaParticipantI agree with kayo. We have been with Goddard Financial Planning for seven years. Fee based, no products to sell. Really listen to what your goals are and your level of risk. Highly recommend them.
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