Talk of The Villages Florida
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Talk of The Villages Florida (https://www.talkofthevillages.com/forums/)
-   The Villages, Florida, General Discussion (https://www.talkofthevillages.com/forums/villages-florida-general-discussion-73/)
-   -   Financial retirement (https://www.talkofthevillages.com/forums/villages-florida-general-discussion-73/financial-retirement-324568/)

Waltergh 09-28-2021 08:34 AM
Wesley Martin, ChFC, CFP
Office (812) 542-1018
Fax (812) 542-1108
3707 Charlestown Road, Suite C2
New Albany, IN 47150
wes.martin@marinerwealthadvisors.com

Best Financial Advisor we have ever had. Puts your money where his money is.

DAVES 09-28-2021 08:42 AM
Quote:
Originally Posted by charlieo1126@gmail.com (Post 2010077)
I’ll just middle along with my vanguard funds just like I have for the last 20 years having money taken out every month and adding a little more each year and hope to keep doing it for the next 20 , if you heard this before your right but someone doesn’t like the word muddle I guess because I never worked hard for my stock wealth lol
Warren Buffet listed in many places as the greatest stock picker is to me an interesting character. The guy is like 90 years old and he regularly says he buys stock for the long term. Buffet like has become, if I recall an adverb.

Buffet has admitted that he does not often beat the S&P 500. He has also said he lost 45 million on that trade-it was a mistake. If, people followed my advice and lost 45 million there would be a lot of people wondering how they could be so stupid as to listen to me.

We all make our own choices. The trouble is when we make money we scream how bright we are. When, we lose we want to blame someone else and have them pay our loss.

stevesliders 09-28-2021 10:21 AM
Kelley Pyles. CFP @ Royal Fund Management.352 750-1637

Notsocrates 09-28-2021 10:25 AM
Quote:
Originally Posted by Henryfrakl (Post 2009739)
Looking for name of an advisor preferably from Fidelity or another national firm. That truly understands wealth retention and income.
Thanks in advance for any advise.
Henry

"Wealth retention" implies a plan. That can be accomplished in a one-time consultation with a fee for service financial planner. It makes no sense to give a pct. Of your holdings every year to manage a passive account.

I have Fidelity, and it's great, but the reps work for Fidelity. You have pay an annual fee for fiduciary management,

charlieo1126@gmail.com 09-28-2021 10:45 AM
Henry Ford Sr once said after being caught late at night with a woman who wasn’t his wife never complain, never explain

retiredguy123 09-28-2021 11:42 AM
Quote:
Originally Posted by bp243 (Post 2010080)
A CFP (certified financial planner) has the training to build a plan for you that is comprehensive, balanced, and in your best interest rather than favoring any one company.
Having completed the CFP course training, I would point out that a Certified Financial Planner (CFP) is not limited to the areas of investments and retirement. They are also trained in taxes, insurance, and estate planning. CFPs are often employed by insurance companies and estate planners. So, it is not always correct that a CFP is going to be an independent advisor that does not favor one company or product. That is especially true if they are employed by an insurance company. There are some insurance salespeople who have the CFP designation, and who aggressively promote annuities, which are rarely a good investment for most people.

Stu from NYC 09-28-2021 11:52 AM
Quote:
Originally Posted by manaboutown (Post 2010088)
Two factors to consider when seeking an advisor are the size and nature of the portfolios they manage. Is their typical portfolio $1M, $10M or $100M, for example? Too, do they manage portfolios for mostly retired seniors who are likely income seeking or do they manage portfolios for working age families who are looking for growth?
I would also ask about their background and experience.

Have come across so called financial advisers who have taken on line classes only or were former math teachers with a super duper computer program that does a great job of timing the market.

manaboutown 09-28-2021 12:17 PM
Quote:
Originally Posted by Stu from NYC (Post 2010165)
I would also ask about their background and experience.

Have come across so called financial advisers who have taken on line classes only or were former math teachers with a super duper computer program that does a great job of timing the market.
Yes. Their track record and their educational history would be the first things I would want to see and evaluate. I would also like to determine if their personality and general overall outlook on things would be a good match for me, like a physician's "bedside manner".

bxmt54 09-28-2021 01:07 PM
I totally agree with the recommendation of Raymond James in Brownwood. Steve Saylor and Jason Heaton are the best that I have ever used. Give them a call for a consultation…they will take your circumstances into consideration and make the best suggestions for your situation.

Quote:
Originally Posted by Dan9871 (Post 2009814)
If you are looking for a fiduciary to manage your investments, i.e. someone who only considers what is advantageous to you, you might check with Hallmark Capital Management, (407) 630-1448. They don't have an office here but are associated with Charles Schwab and use their offices in Lake Sumter Landing to meet with clients or will go to your home.

Raymond James in Brownwood seems to be pretty competent too. Note each Raymond James office seems to have completely different staffing; the people I have talked with are in the Brownwood office, 352.674-1690

Charles Schwab has an office in Lake Sumter Landing. Their advisors do NOT get commissions but are not necessarily fiduciaries either. But their advice is worthwhile. However they can help you find financial advisors who are fiduciaries. 352-430-3080.

There are a lot of the major stock brokerages and independent ones too, with offices in The Villages that will help you find a fiduciary to help you manage ,your wealth. Even though it is really time consuming it's worth your while to poke around at as many of them as you can.

Julie910 09-28-2021 01:20 PM
Great Fidelity Contact
 
Quote:
Originally Posted by Henryfrakl (Post 2009739)
Looking for name of an advisor preferably from Fidelity or another national firm. That truly understands wealth retention and income.
Thanks in advance for any advise.
Henry
I have been with Fidelity for years and really like my advisor: Nick Langler. He's at Lake Sumter office: 352-205-8836 ext 58186 Tons of analysis available to achieve your preferred financial goals.

CoachKandSportsguy 09-28-2021 02:16 PM
Quote:
Originally Posted by retiredguy123 (Post 2010160)
Having completed the CFP course training, I would point out that a Certified Financial Planner (CFP) is not limited to the areas of investments and retirement.
:bigbow::bigbow:

nice education!

CZN715 09-28-2021 05:41 PM
I agree 100%

Joe C. 09-28-2021 08:06 PM
Give Blackston Financial (on 466) a call. It will be worth your while. Ask for Travis and schedule a talk. He is a fiduciary, and I am totally satisfied with the results he has gotten for me. It never hurts to talk, and it costs you nothing but some of your time. I think you will find it informative and maybe even impressive.

dewilson58 09-29-2021 05:18 AM
I'll show you mine, if you show me yours.


Whatever piece of paper the advisor has hanging on the wall, show me your Net Worth and your investment portfolio.

Why listen to anyone who is not successful. I want to see wealth earned from investments. If an advisor is good, their unleveraged net worth should be $5mil or $10mil minimum.

Why talk to an advisor with a couple million dollar personal portfolio and an annual salary/commission of less than $100k???

:ho:

DAVES 09-29-2021 04:54 PM
Quote:
Originally Posted by dewilson58 (Post 2010324)
I'll show you mine, if you show me yours.


Whatever piece of paper the advisor has hanging on the wall, show me your Net Worth and your investment portfolio.

Why listen to anyone who is not successful. I want to see wealth earned from investments. If an advisor is good, their unleveraged net worth should be $5mil or $10mil minimum.

Why talk to an advisor with a couple million dollar personal portfolio and an annual salary/commission of less than $100k???

:ho:
My view, my experience, when it comes to money, people will never tell you the truth.
Many people actually do not know the truth. A home worth a million does not count as a million in your net worth when you owe 999999.99 on a mortgage.


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