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One-off financial portfolio review

1,124 Views | 4 Replies | Last: 3 mo ago by Dill-Ag13
Dill-Ag13
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AG
Looking for a financial advisor that is willing to do a one-off financial portfolio/'am I on track' review. I am not looking for a long-term financial advisor, mutual fund offerings, whole life etc., any recommendations for someone who can do this in The Woodlands?
OldArmyCT
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AG
One of these might even be an Aggie.
https://www.feeonlynetwork.com/the-woodlands-tx-financial-planner/

A DIY approach is to project your investable assets at your retirement age and simulate taking 4-5% for income. Add in your projected SS and any other income, look at what your expenses are (a tip…they're higher than you think) and find out if you're in a deficit or a surplus. That's pretty much what any FP will do but he/she will also tell you to save more and buy more insurance.
I use 4% for withdrawals because you'll likely beat that in net returns over time plus once you start RMD's a rule of thumb on initial withdrawals is 4%.
hedge
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Make sure you get a fiduciary and stay away from Ed Jones, JPM, ML, etc…
neutics
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AG
Are you looking for an hourly advisor then or just free advice? Also is the Volvo still part of your financial plan HA?

Here's a couple of hourly planners I know:


https://prominentfp.com/
https://measuretwicefinancial.com/

Note hourly doesn't mean cheap though both are great at what they do.

I'm happy to give your financial plan a brief look too if you'd like just to make sure you're on track...no cost/obligation though full disclosure I am a fee-only advisor for HNW clients across Texas.
Dill-Ag13
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AG
Ha, no, I sold the Volvo… Don't miss it!

Thanks y'all, I have done a lot of DIY checks and have built a sizable portfolio And basically want a professional to double check my plan. Happy to pay a fee for this. Would want a review of college savings trajectory also.
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