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Old 09-02-2023, 03:21 PM
Boomer Boomer is offline
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Quote:
Originally Posted by Gigi3000 View Post
I know one in Ohio. She is under the Garret Planning network and came highly recommended. She gave me exactly what i asked for. She does phone consults. Lemme know if you would like her info. She is a fiduciary. I investigated all this last year. I'll go ahead and put her name here as i may not be online for a few days. Its Som Hanvanich in Kettering Ohio.


Thank you. She has an impressive and detailed website. From reading through it, it looks like she is the real deal.

I looked for a fee-only advisor several years ago. I finally found one who claimed to be, but he wanted to be paid on a retainer basis. I did not want to do that.

I remember you had a lot of questions a while back. I am glad to know you found an actual fee-only advisor. Looks like they really do exist.

Boomer
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