Not Just Fee-Only, Advice-Only.
Note from the Editor: Chris (name changed to protect privacy) and his spouse worked with an Advice-Only advisor for a review to see whether they missed anything. He kindly agreed to share his …
Continue Reading about Chris: Retired Couple Checked For Blind Spots →
Note from Editor: Sarah was behind in her retirement savings. She got in touch with an Advice-Only advisor and received needed help. She kindly agreed to share her experience. *** I'm 55 and I’m …
Note from the editor: Client Dave and his wife got help from an Advice-Only financial advisor on investing and Social Security. They were able to cut their advisor fees by $12,000 a year. Think what …
Continue Reading about Dave: Recent Retirees Cut Advisor Fees by $12,000/year →
Note from the editor: Mike got help from an Advice-Only financial advisor on a custom investment plan. He kindly agreed to share his experience. Names were removed for privacy reasons. Getting the …
Continue Reading about Mike: Young Professional Received Custom Investment Plan →