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Orange Blooded [3213]
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Joined: 5/8/03
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Retirement Planner recommendations?
Jul 10, 2023, 3:10 PM
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What says the boards?
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All-In [27344]
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Re: Retirement Planner recommendations?
Jul 10, 2023, 3:16 PM
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NOT T Rowe!!!
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Heisman Winner [135982]
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Joined: 8/26/07
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These guys have done real well with my mom
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Jul 10, 2023, 3:28 PM
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She’s 93, retired at 65 and hasn’t had to touch her principle even during the downturns
Don’t know if they’re close enough for you
https://thenoblincompany.com/![]() The Noblin Company certified financial planner investments 401k rollover spartanburg greenville upstate south carolina SC CFP financial advisor noblin company
I use Horace Mann and my guy has been real good but I hear not all of them are as skilled
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110%er [8003]
TigerPulse: 90%
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Legend [17295]
TigerPulse: 100%
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Joined: 12/14/98
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John Dillinger, CFP if you have a high risk tolerance .***
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Jul 10, 2023, 3:35 PM
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All-TigerNet [10640]
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Re: Retirement Planner recommendations?
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Jul 10, 2023, 5:52 PM
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Hire someone who will just manage your money and not try and sell you products .....like life insurance and annuities ..... any kind of gimmicks. Mine bases his fee on a percentage of my overall portfolio. The only way he increases his fee is to increase my portfolio.
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Orange Blooded [3213]
TigerPulse: 100%
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Re: Retirement Planner recommendations?
Jul 10, 2023, 6:17 PM
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Appreciate the suggestions
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Varsity [218]
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Re: Retirement Planner recommendations?
Jul 10, 2023, 7:05 PM
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I agree with using a fee only financial planner. It aligns your goals with the advisors. The larger your portfolio grows the better for you and the planner. So, the planner should be motivated to keep fees down.
I am sure there are many good ones, but I use Hans Blake at https://investedwithyou.com/
He's a CPA, certified financial planner, and CFA Charterholder and he is in Greenville
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Rock Defender [55]
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Posts: 33
Joined: 4/3/07
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Re: Retirement Planner recommendations?
Jul 10, 2023, 7:49 PM
[ in reply to Re: Retirement Planner recommendations? ] |
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Highly recommend.....
E. Lee Hegwood, Jr.
President/Senior Partner
Hegwood & Todd, LLC
128 Millport Circle, Suite 200
Greenville, SC 29607
(864) 363-0915
Lee grew up in Rock Hill SC moved to Greenville and is EXTREMELY well versed in his profession. 40+ years and darn good at what he does. Speaks to you in language that you can understand and a super person. Wife has been in banking 30+ years and has been very impressed with his professionalism and ability to relate with excellent results....
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110%er [5101]
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Joined: 6/8/06
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Re: Retirement Planner recommendations?
Jul 10, 2023, 7:52 PM
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Marry someone wealthy.
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110%er [5483]
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Joined: 1/19/05
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Re: Retirement Planner recommendations?
Jul 10, 2023, 11:19 PM
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We use 2 Clemson grads in their 40’s. Offices in Seneca, columbia, and Myrtle Beach. SC business backed by a large financial firm’s technology. Cant go wrong withthem. If interested tmail me.
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