Fee-Only CFP in Phoenix

2 Replies

I'm nearing the point to start working with an advisor to discuss a retirement financial strategy. Looking for any recommendations local to Phoenix as I lean to not work this remotely. 

I will only work with a reputable, experienced Fee-Only advisor. Not interested in anyone that is paid any other way than hourly by me (I've dealt with otherwise and there is always a COI whether obvious or buried). Approx 1/3 of our assets are in rentals, so an advisor that is also a real estate investor themselves is preferred. 

Thanks,
Dave

Originally posted by @Dave G. :

I'm nearing the point to start working with an advisor to discuss a retirement financial strategy. Looking for any recommendations local to Phoenix as I lean to not work this remotely. 

I will only work with a reputable, experienced Fee-Only advisor. Not interested in anyone that is paid any other way than hourly by me (I've dealt with otherwise and there is always a COI whether obvious or buried). Approx 1/3 of our assets are in rentals, so an advisor that is also a real estate investor themselves is preferred. 

Thanks,
Dave

 Keith DeGreen - Scottsdale

Originally posted by Account Closed:

I'm nearing the point to start working with an advisor to discuss a retirement financial strategy. Looking for any recommendations local to Phoenix as I lean to not work this remotely. 

I will only work with a reputable, experienced Fee-Only advisor. Not interested in anyone that is paid any other way than hourly by me (I've dealt with otherwise and there is always a COI whether obvious or buried). Approx 1/3 of our assets are in rentals, so an advisor that is also a real estate investor themselves is preferred. 

Thanks,
Dave

 Keith DeGreen - Scottsdale

Dave,

Keith DeGreen happens to be my father and does great work. Shoot me a message and I will be sure to introduce you two.

-Mac