Investor · Phoenix, AZ · Member since 2016 · 349 posts · 418 votes
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.
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.
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.