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Retirement Planning Question – 401k

 

Q: Thank you so much for offering a venue for asking questions! My husband and I are looking for a financial advisor. Does your company offer a lower fee structure for “small investors” who will be contributing $500-$1,000 a month in addition to our Roths and 401(k)s? If not, are there some local companies/advisors that you know and trust that you could let us know about who work with people like us? (Not recommend, just furnish the contact info for.) We really enjoy the teaching aspect that Wes employs on his radio show and are looking for someone who will teach/explain/advise in a patient manner – not just trade funds. Could you please help in any way? Thanks so much!

A: Thanks so much for reaching out and thanks for listening.

We do in fact have a firm that is built with a lower fee structure and would be happy to schedule a 1 hour consultation with you guys and see if it would be a good fit. If not, we’re happy to share contact info with you for other firms around the Atlanta area.

Please let me know if you’re interested in the free 1 hour consultation and we can discuss some meeting times.


 

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