Sentences with phrase «between good financial advisors»

Not exact matches

One of the main focuses of a good fee only financial advisor is really to understand the client's needs, wants, risk tolerance, cash flow needs, taxes and everything else in between, but then coach them through those bad times.

In the past, so - called recharacterizations of Roth conversions have acted as an important «check - and - balance» for helping clients decide whether moving money between IRAs was a good idea, points out Leon LaBrecque, managing partner of LJPR Financial Advisors in Troy, Mich., which manages nearly $ 800 million.

Such books seldom read like Ludlum thrillers but if you ever wanted to be a fly on the wall for conversations between financial advisors and their clients concerned about retiring, Gillespie provides the next best thing.

The best guess most financial advisors and websites will give you is that closing costs are typically between 2 and 5 % of the home value.