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Forum: Challenges

12-08-2016, 09:14

Replies: 36

Seeking Financial Advisor specializing in early retirement

Views: 8,862

Posted By barnakiel

Re: Seeking Financial Advisor specializing in early retirement

Yep. Some rich people will be that modest.

Middle class are not million dollar clients. Middle class are people with mortgages and kids at a uni. A big house, not quite theirs, and a boat, maybe...

Forum: Challenges

12-08-2016, 07:30

Replies: 36

Seeking Financial Advisor specializing in early retirement

Views: 8,862

Posted By barnakiel

Re: Seeking Financial Advisor specializing in early retirement

It is OK to look for a financial advisor that is a nice person and that we actually like interacting with. But this is just one part of a larger equation. For we hire people like advisors to serve us...

Forum: Challenges

31-07-2016, 16:08

Replies: 36

Seeking Financial Advisor specializing in early retirement

Views: 8,862

Posted By barnakiel

Re: Seeking Financial Advisor specializing in early retirement

I am not sure it is too difficult to find one.

A person with CFA/CFP certification can do what you want. Google up CFA/CFP associations nearby, find accredited memebers, contact a handful and...

Showing results 1 to 3 of 3

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