Looking for a financial planner

drwong

Joined: Dec 10, 2002

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9:42p, 5/18/25

AG

I'm approaching retirement and looking for someone that can do a one off plan to make sure I'm on track. I've talked to a couple of folks that only do them as part of a long term engagement which I'm not sure I'm ready for.

Sims

Joined: May 5, 2006

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In reply to drwong • 9:33a, 5/19/25

AG

Thoughtful Money

I follow Adam Taggart's podcast. New Harbor Financial is ultimately the advisor group who does the free consultations I believe. May be worth taking a look.

Holistic Planning

Joined: Sep 25, 2024

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In reply to drwong • 12:13p, 5/19/25

Sponsor

drwong said:
I'm approaching retirement and looking for someone that can do a one off plan to make sure I'm on track. I've talked to a couple of folks that only do them as part of a long term engagement which I'm not sure I'm ready for.

If you reach out and ask, we'll gladly look at your situation and provide a one-off plan.

Of course, most of our clients are long term engagement relationships, but if it makes more sense to provide you with a one-time review we'll consider helping you with that.

www.holisticplanning.com/intro
Remarkably personal financial advice for a fuller life.

SquareOne07

Joined: Sep 30, 2006

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2:53p, 5/19/25

AG

Our office in Austin will do a one time plan (and revisit as often as needed) touching on all the areas that are top of mind for y'all and quite possibly a few other areas that might be overlooked.

ATX Advisors

Joined: Aug 23, 2023

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In reply to drwong • 6:20p, 5/19/25

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drwong said:
I'm approaching retirement and looking for someone that can do a one off plan to make sure I'm on track. I've talked to a couple of folks that only do them as part of a long term engagement which I'm not sure I'm ready for.

Howdy Dr. Wong,

I do stand alone financial plans. I'd be happy to chat to see if we may be a fit. www.atxadvisors.com

Jeff Weeks

Sponsor Message: ATX Portfolio Advisors; FEE-ONLY (When You're Up) Financial Planning & Wealth Management
https://www.atxadvisors.com/