Need a Financial Advisor? Start Here!

[@bchristopher2270]

He’s so right. Avoid insurance investing!

[@frances4773]

Good advice and service you offer !

[@bob-d3908]

When I look at nectarine the prices range from $150 to $300. I thought you said they are all $150. Am I mistaken?

[@dulce8859]

Awesome🎉I've been stumbling around looking for exactly this! One question...is Nectarine state based because every state has different laws for different investment strategies? I'm wondering if its not face to face appts, then why it matters where the pro is?

[@jeremyschneiderdotcom]

It’s a compliance thing. Every advisor is registered in different states and they’re only allowed to serve clients in their own state and up to five in other states. So we have to ask your state to show which advisors can serve you.

[@warben3]

What about robo advisors from a custodian/financial firm like Merrill EDGE or Schwab? From what I can find out it is less expensive than the straight assets under management model. If you go with a straight assets under management model and invest $500,000 then a 1% fee will cost you $5000. It's unlikely they the CFP will outperform a portfolio of index funds so I don't see the value in that model. The robo advisor may be about 30% to 50% less than the assets under management approach and it will automate the work you would do if you don't use an advisor of any kind. Not sure how that would compare to a fee only/advice only approach?

[@grantzwingelberg8752]

How should people on pensions plans like teachers and other state employees be investing their money for max returns in retirement?

[@jeremyschneiderdotcom]

There's generally not many options you can do with a pension, but it's likely you have access to a 403b which is an investment account with tax advantages. Open up the account, contribute money, invest in index funds!

[@johndarnley-noaafederal]

Your website appears to be experiencing issues. After selecting a state, the page continues to load without success.

[@70qq]

🤘

[@BradHarris-kv6et]

Amen to the meth joke!!!

[@jeffreyhall8195]

My financial advisor just contacted me about migrating me over to a fee based status from my commission-based status. I have a very small portfolio (less than 150k) due to a medical situation with my daughter and was wondering if his .5-1% would eat up more of my money than I'm making. I am only contributing about $4k per year. Any advice would be appreciated. Also, I am 65 years old.

[@jfjf-yn6wj]

So basically “Don’t believe their sales pitch”, believe ours. Not super convincing sorry .

[@ThePriceofTeainChina]

I've been following him on Insta for years so this is so exciting! Like seeing a 2D illustration come to life, haha.

[@Instkarma9765]

I was referred to Garrett Planning Network. I identified a financial advisor in my area who would charge $350/hr for 2-3 hours to give me a second opinion on my portfolios with three brokerage firms (457, 403B and Schwab). He said i should take good notes! No written summary for $$350? I think that’s not fair.