Author Topic: Financial Planner Reference?  (Read 2341 times)

markporter

  • Newbie
  • *
  • Posts: 4
    • View Profile
Financial Planner Reference?
« on: April 26, 2017, 03:56:41 PM »
Curious if anyone on here can recommend an independent, fee-based, financial planner they've worked with and respect?  Preferably in the Madison/Dane County area but any recommendation would be appreciated.

Crowl86

  • Newbie
  • *
  • Posts: 1
    • View Profile
Re: Financial Planner Reference?
« Reply #1 on: September 16, 2018, 10:33:52 PM »
In my opinion financial planning is one of best decisions you will ever make. But to help you out with a financial plan, one should always look for right planner that not only helps you with financial plan but also analyses and creates Risk Profile per your Risk Profiling as it’s a must.