Author Topic: Looking for a fee-based mustachian minded financial advisor in Saratoga NY  (Read 1441 times)

Futtee

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Hi all,

I'm looking for someone in Saratoga Springs, NY area to help my mom with some of her retirement financial planning.  Anyone have any recommendations?

Thanks!

eaknet

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What type of financial planning are you looking for? I’m near Saratoga Springs and may be able to offer some suggestions.


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Futtee

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Cool!  Thanks! 

She is turning 78 this year and retired; trying to sell a house that has been on the market for a while, so she needs someone to help her really figure out how much she can spend per month and flush out some if/then scenarios.  I could take a stab at it, but she is of that old-school mind that in spite of the wealth of knowledge I have accumulated over the past several years, and in spite of all the positive changes I have spearheaded for my family in the realm of finances,  I don't have the appropriate schooling/credentials (FACEPALM).  So she would rather pay someone to review her situation and options.  Really, she just needs to have a fixed monthly number that she can manage to so that her anxiety about finances will ease up a bit (She is totally fine financially).   

Thanks for any help you can provide!

 

Wow, a phone plan for fifteen bucks!