Just in case you are still looking, you might give a call to Wealthramp.com who will match you/your wife with several fee only financial advisors based on your needs/goals. You can then interview each financial advisor by phone. Terry Savage, the Chicago based personal financial columnist, regularly recommends Wealthramp.com including to me. We were referred to 4 financial advisors and each had appealing strengths. However, after further research (my wife/I are retired), we chose Vanguard PAS to manage most of our funds. Given your situation, a fee based financial advisor referred by Wealthramp may work well for y’all.
Statistics: Posted by boomer543 — Mon Mar 11, 2024 11:00 pm