This idea of fee-based financial planning intrigued me, so I
dug in a bit further.
You can follow what I did – go to Google and enter “fee-based
financial planning” and you’ll see that CNNMoney offers a basic primer, plus NAPFA (from last post) shows up
in number 2 spot.
Dig a little deeper with some advanced search methods to
find others in this fee-based world. Enter this search string exactly in
Google: related:www.napfa.org and you’ll find other organizations that can help
you find the right advisor. Or you can just click here and this link will replicate what I did.
By the way, Jane Bryant Quinn in that same article I mentioned
last post also highlighted the Garrett Planning Network
as one to research. They appear to have
a system in place to give you a la carte advice on an hourly basis.
Another online research tip I like to offer my clients is to
search by filetype, such as PDF, PPT, or DOC. Often, you’ll come up with
off-the-radar documents that professionals create and store on their websites.
There’s nothing unethical about this; you can just cut through the chaff
faster. Rieva Lesonsky,
fellow advisor here, did a piece on this recently for small business owners and
entrepreneurs. I’m blogging about some of these same things in the AllBusiness.com
sales section as well as for Sales & Marketing Management magazine.
I did this search at Google: self directed retirement
checkbook OR control “solo 401k” filetype:pdf which you can copy or
just click here The first few PDFs you’ll find provide information on self
directed retirement options and the providers who offer them. I do not know
these companies or individuals – I’m simply showing you better ways to search on
Your goal in searching for fee-based would be to find
advisors who understand that you want checkbook control of your retirement