Sonu_Patel Posted February 21, 2023 Report Share Posted February 21, 2023 guys, In need for a financial advisor who can guide me to plan the housing, Kids eduction, and retirement. Any of you guys tried to hire someone ? how can i find a good one. what are the parameters that should be used to assess a financial advisor. Quote Link to comment Share on other sites More sharing options...
phatposts Posted February 21, 2023 Report Share Posted February 21, 2023 Vanguard/Fidelity/Schwab - they all have advisory wings. Reference based. There are fee based advisors who talk to you, suggest (not advice) a plan and thats all. Any one that tries to sell you something in the name of advisory - run away from them. Examples include - insurance policies. My personal 2c - Dont get biased towards desi advisors only. Keep an open mind and go with someone who you think will work in your best interests. If you are starting from ground zero - % fee advisors are less motivated as it takes few years for your portfolio to grow. 1 Quote Link to comment Share on other sites More sharing options...
csrcsr Posted February 21, 2023 Report Share Posted February 21, 2023 Gujarat Patels ki financial planning nedpinche mogodu e bhoomi mida putaledu mama antuna Spartan anna 1 Quote Link to comment Share on other sites More sharing options...
dasari4kntr Posted February 21, 2023 Report Share Posted February 21, 2023 IMO.. if your goal is saving money...then why wasting money on advisory fees...? you can explore options youself..start reading some personal finance blogs videos or news papers... Quote Link to comment Share on other sites More sharing options...
dasari4kntr Posted February 21, 2023 Report Share Posted February 21, 2023 check the personal finance and college admission related content... https://www.khanacademy.org/college-careers-more Quote Link to comment Share on other sites More sharing options...
quickgun_murugun Posted February 21, 2023 Report Share Posted February 21, 2023 2 minutes ago, dasari4kntr said: IMO.. if your goal is saving money...then why wasting money on advisory fees...? you can explore options youself..start reading some personal finance blogs videos or news papers... Yeah read read read read ! Quote Link to comment Share on other sites More sharing options...
dasari4kntr Posted February 21, 2023 Report Share Posted February 21, 2023 2 minutes ago, quickgun_murugun said: Yeah read read read read ! tappemundi bro...self reading is best kada..depending on others... 1 Quote Link to comment Share on other sites More sharing options...
Complex Posted February 21, 2023 Report Share Posted February 21, 2023 13 minutes ago, csrcsr said: Gujarat Patels ki financial planning nedpinche mogodu e bhoomi mida putaledu mama antuna Spartan anna Quote Link to comment Share on other sites More sharing options...
Pandubabu Posted February 21, 2023 Report Share Posted February 21, 2023 25 minutes ago, Sonu_Patel said: guys, In need for a financial advisor who can guide me to plan the housing, Kids eduction, and retirement. Any of you guys tried to hire someone ? how can i find a good one. what are the parameters that should be used to assess a financial advisor. Is your networth over 500k excluding house. Do you earn more than 350k every year ? If not, please study some investing principles and don't waste money on advisors ... Quote Link to comment Share on other sites More sharing options...
Thokkalee Posted February 21, 2023 Report Share Posted February 21, 2023 30 minutes ago, Sonu_Patel said: guys, In need for a financial advisor who can guide me to plan the housing, Kids eduction, and retirement. Any of you guys tried to hire someone ? how can i find a good one. what are the parameters that should be used to assess a financial advisor. Max out 401K -22K per year Contribute to IRA (6500 or so every year per earning individual) these should take care of your retirement.. for kids education, you can open an IRA on their name or go for 529.. both have their advs and disadvs If you have even more money after that, then you can invest in stocks on your own if you have good knowledge or just go for robo investing like betterment.. Quote Link to comment Share on other sites More sharing options...
Pandubabu Posted February 21, 2023 Report Share Posted February 21, 2023 15 minutes ago, dasari4kntr said: IMO.. if your goal is saving money...then why wasting money on advisory fees...? you can explore options youself..start reading some personal finance blogs videos or news papers... This one . Andhariki chadavalante back baruvu...instead of Instagram, read some books 15 mins or just read personal finance subreddit wiki.. 1 Quote Link to comment Share on other sites More sharing options...
Thokkalee Posted February 21, 2023 Report Share Posted February 21, 2023 Financial advisors usually sell you some funds or policies that they get a benefit or commission from.. they don’t always have your best financial interests in their mind.. 1 Quote Link to comment Share on other sites More sharing options...
jsk423 Posted February 21, 2023 Report Share Posted February 21, 2023 go with fiduciary advisor Quote Link to comment Share on other sites More sharing options...
Guest Posted February 21, 2023 Report Share Posted February 21, 2023 Estart chesava Sonu ankul Quote Link to comment Share on other sites More sharing options...
Sonu_Patel Posted February 21, 2023 Author Report Share Posted February 21, 2023 1 minute ago, Guest said: Estart chesava Sonu ankul genuine questions ki kuda na meedha padthav ani @Guest bayya Quote Link to comment Share on other sites More sharing options...
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