Fee-Only CFP in Phoenix
2 Replies
Dave G.
Investor from Phoenix, Arizona
posted almost 2 years ago
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
Account Closed
replied almost 2 years agoOriginally 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
Mac DeGreen
Realtor from Phoenix
replied almost 2 years ago
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