Fee-Only Financial Planner
CurrentAt Boomer & Echo financial planning, I don’t sell products or get paid commissions to refer you to someone who does. Instead I offer sound financial advice to help you get out of debt, budget and manage your spending, and decide on big picture questions like; should I pay down my mortgage or invest, can we afford to have one parent stay home with the kids full-time, or when can I retire?I am not licensed to sell investments and cannot recommend specific mutual funds, ETFs, or individual stocks to buy or sell. What I can do is review your portfolio and analyze the asset allocation, risk, and fees and then measure its performance against a comparable benchmark or index.All of this means that I offer the opposite of what you get from your average advisor at a big bank. They receive commissions to sell you bank mutual funds, take mortgage vacations, and open full service accounts – not to give you sound advice on how to lower fees, pay down debt, and save to reach your short-and-long term goals.
