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Topic: Looking for a financial planner |
Geoff Brown
From:
Nashvegas
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Posted 8 Aug 2005 11:24 am |
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I didn't know where to post this, and b0b, if you want to nix it that's fine with me.
I'm looking for a good financial planner in the Nashville area. Really good. The best money can buy. Not a CPA, not an investment counselor. A certified financial planner. I know that some of you musicians are in the area, and I was hoping that perhaps someone might point me in the right direction. Post it here, or feel free to email me at bluzdelux@mailblocks.com Thanks 
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Jim Cohen
From:
Philadelphia, PA
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Posted 8 Aug 2005 3:23 pm
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| Why am I cracking up at the notion of asking a bunch of musicians about how to handle money? As if we ever get any! LOL! |
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Colm Chomicky
From:
Kansas, (Prairie Village)
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Posted 8 Aug 2005 3:49 pm
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| The advice I have always heard is a financial planner that you pay a straight fee for his time, not one you gets commissions for brokering investments and churning your portfolio. |
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Lee Baucum
From:
McAllen, Texas (Extreme South) The Final Frontier
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Posted 8 Aug 2005 5:27 pm
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Colm is so correct. Don't deal with someone that is trying to sell you a product. You should only purchase his services.
Lee, from South Texas |
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Geoff Brown
From:
Nashvegas
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Posted 8 Aug 2005 5:48 pm
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Good info so far, thanks guys. Ideally, I'd like to have a few that I could speak with and "interview", so to speak. I guess I'm figuring that since I'm in Nashville, somebody might know someone thru association with studio players or other pros...you know, the musicians who actually DO make $$ playing  |
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John Pelz
From:
Kettering, Ohio, USA
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Posted 8 Aug 2005 7:36 pm
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~~  original post edited & deleted, because, after 2nd thoughts, my response kinda looked like a commercial solicitation -- which was not my intent -- and something that I bet b0b wouldn't particularly appreciate. (Esp. since I don't know any steel-playing financial advisors!) Geoff, I'll e-mail you directly on how you might find a fee-based financial advisor in your area. ~~
[This message was edited by John Pelz on 08 August 2005 at 08:39 PM.] [This message was edited by John Pelz on 08 August 2005 at 08:47 PM.] |
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John De Maille
From:
On a Mountain in Upstate Halcottsville, N.Y.
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Posted 8 Aug 2005 7:50 pm
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I'd seriously like a "Financial Backer" !!!
I want to retire. |
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Geoff Brown
From:
Nashvegas
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Posted 8 Aug 2005 7:54 pm
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| Hey John, that looks like a great place to start! Thanks, I appreciate it |
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Bowie Martin
From:
Wilson, NC USA 27896
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Posted 13 Aug 2005 5:09 pm
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| Hate to say it, but some of the above comments and opinions are totally incorrect. I was an accountant, became a financial advisor in 1964, and have been in that profession ever since, teaching "financial advisors" and "consultants", and later pursueing my own practice. The title is totally unimportant. What is important is finding someone who you trust and has a long estblished reputation. Having an initial behind the name is great, but sometimes is a way to get around having experience and a long history of success for their trusting clients. Read the latest issue of "Smart Money Magazine", look up the rating of "full service brokers", pick one of the top firms, go to the yellow pages, and make some phone calls. Interview several of the experienced full service brokers, ask for references, and you are on your way. Oh, yeah, they have initials behind their names also, but consider that an afterthought, not a qualification. And by the way, you only pay for what they do, not what they promise...and you know what they fee is. I wish you the very best, and this advice is based on 43 years experience and all sides of the investment business. [This message was edited by Bowie Martin on 13 August 2005 at 06:13 PM.] |
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Donny Hinson
From:
Glen Burnie, Md. U.S.A.
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Posted 14 Aug 2005 10:26 am
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| No one cares as much about your money as you do. |
Or, as my old man was wont to say...
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| Don't put all your eggs in one basket unless you get to hold the basket. |
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Lee Baucum
From:
McAllen, Texas (Extreme South) The Final Frontier
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Posted 14 Aug 2005 7:07 pm
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| Hate to say it, but some of the above comments and opinions are totally incorrect. |
How can an opinion be incorrect? My opinion is you should not deal with someone who is trying to sell you a product. That is my opinion. You may not agree with my opinion, but that doesn't make it incorrect.
Mr. Brown is not looking for investment advice. He is looking for a financial planner.
Lee, from South Texas |
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