Looking for Financial Planner
Can anyone recommend a good financial planner?
A relative is planning to retire in a few years and would like to talk to a financial planner. She's not looking for one that mainly sells investment products for a commission, but one that'd do some comprehesive (big picture) financial planning. Probably fee based. She's middle class---so no "high net worth only" type of financial planner.
Jul 7, 2022
Parent Replies
Breanna Stott at Finwell Benefits is great and I have used her. She is fee based and does appointments remotely. She regularly does plans for middle class people.
breanna.stott [at] finwellbenefits.com
finwellbenefits.com