Fee Only Financial Planner Needed

[Transport22]

Anyone know of fee only financial planner with good experiencea and qualifications? I would like to validate retirement plans, calculate future savings needs, determine withdrawal amounts for 1st couple of years after retirement, calculate % chance of successfull achievement of goals, etc, etc.

Investment advise and recommendations are requested, but do not want commission based arrangement.

Thanks.

[pgaylord]

If your looking for fee only John Vaughn at Tri-Star financial on Westheimer does a great job. 713 735-9200.

[Transport22]

Thanks. I am considering several options, but have not decided.

[Livin2Fish]

Transport22, a good credential to look for is if the person has a CFP designation.

[Fubar]

I use to work with Mark @ AXA. Very good guy, CPA also. Interview planners and find one you like and trust. Ask for ref.


Mark Mohr at AXA Advisors. mark.mohr@axa-advisors.com
Tell him, Fritz sent you.

[Seahuntress]

If your looking for fee only John Vaughn at Tri-Star financial on Westheimer does a great job. 713 735-9200.
Is John Vaughn by any chance a Loan Officer Account Manager???

[BondBroker1]

No, John is a CFA and a partner at Tri-Star.

[Seahuntress]

No, John is a CFA and a partner at Tri-Star.
Interesting there is another John Vaughn that is an account manager on Westheimer.

Ok good to know we have a financial planner. So I hear Mutual Funds are good at this time.