Author Topic: Has anyone used XY Planning Network for financial advice?  (Read 64 times)

SmileAllDay

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Has anyone used XY Planning Network for financial advice?
« on: January 07, 2019, 02:21:45 PM »
I listened to the founder on Mad Fientist's podcast over a year ago and was pretty impressed. It's a fee-only, no commission service so they're not out to push needless expensive financial products on you. Or at least that's the idea.

I'm a self-employed S-Corp owner who has been maxing out Roth IRA for 2 years and squirreling away everything else into Betterment. I feel I've made a mistake by investing ~$80,000 into Betterment without putting it in a tax-sheltered account like SEP or solo 401k.

If anyone has a suggestion, experience with the company mentioned, or an alternative I can speak with remotely, I would really appreciate it!

Thanks all!