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Posted: 1/5/2012 6:08:29 AM EST
I have been looking at financial planners for my wife and I to sit down with to go over our budgets, investments, and planning for college for the kids. We have found a couple good ones, but their fees are pretty high.

We don't need one for stocks, bonds, etc, just for analyzing where we are at, and helping us to craft a plan. That is why we are looking at fee based vs commission based planners.

Does anyone know any really good financial planners in North Fulton or South Forsyth that they would recommend? If so, could you PM me with their standard fee amount?

Link Posted: 1/5/2012 6:18:46 AM EST
I don't know if you are the religious type, but an old client of mine does financial planning and he wraps it up with religion. The guys name is Russ Crossen, he sat down with my wife and I just before we got married and helped us plan a few things out. I don't know if he even does individual help anymore but he really knows his stuff.


Link Posted: 1/5/2012 7:57:12 AM EST
David Burg with Raymond James/ 1st Harbor Financial Services.....

He's my dad's best friend, and deals with all our family investments.....tell him a Caldwell sent you!

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