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Old 04-25-2019, 07:34 AM
 
Location: Censorshipville...
2,676 posts, read 6,238,435 times
Reputation: 1543

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Hopefully asking for suggestions for a Financial Planner is allowed. I'd prefer someone local, in the Woodbridge/Manassas/Stafford area if possible.

I'm at a point of my life that I think it would be beneficial to have a CFP look over our assets to see if I'm on track for retirement. So far I've been managing things myself and I've done pretty well, but it never hurts to have a fresh set of eyes. I'd also like help on setting up a will/trust. We're a young family with 2 kids < 3 so I want to make sure they're taken care of if anything happens to my wife and I.

We already have term life on myself, and are exploring getting some for my wife who is a SAHM. I also have some life insurance from work. We have an umbrella policy. We have TSP, ROTH-IRAs, IRA so we're saving but just want have someone analyze what we have to see if it's progressing as it should.

Currently looking at Rosenthal Wealth Management Group if anyone has any experience.

Any recommendations would be appreciated.
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Old 04-29-2019, 02:18 PM
 
10 posts, read 3,017 times
Reputation: 17
Hi,

You might want to consider Edelman Financial Services. I believe that they are currently doing a full retirement review at no charge right now. Their main office is in Fairfax. It's not super close to where you live, but if you work up that way maybe it could work. Their website: https://www.edelmanfinancialengines.com/
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Old 04-29-2019, 07:50 PM
 
672 posts, read 1,012,358 times
Reputation: 597
I've been working with the Washington group, they've helped me with retirement funds as well as setting up
our will and trust. They're in Fairfax ask for Tim Danehower.
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Old 04-30-2019, 06:11 AM
 
Location: Censorshipville...
2,676 posts, read 6,238,435 times
Reputation: 1543
Quote:
Originally Posted by Cane Guy View Post
Hi,

You might want to consider Edelman Financial Services. I believe that they are currently doing a full retirement review at no charge right now. Their main office is in Fairfax. It's not super close to where you live, but if you work up that way maybe it could work. Their website: https://www.edelmanfinancialengines.com/
Thank you for the suggestion. I used to enjoy listening to his Saturday morning talk show if I'm thinking of the right guy.
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Old 04-30-2019, 06:14 AM
 
Location: Censorshipville...
2,676 posts, read 6,238,435 times
Reputation: 1543
Quote:
Originally Posted by elias9193 View Post
I've been working with the Washington group, they've helped me with retirement funds as well as setting up
our will and trust. They're in Fairfax ask for Tim Danehower.
Thank you for the tip! I'll add them to my list to research.
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Old 05-02-2019, 11:39 AM
 
10 posts, read 3,017 times
Reputation: 17
Quote:
Originally Posted by oneasterisk View Post
Thank you for the suggestion. I used to enjoy listening to his Saturday morning talk show if I'm thinking of the right guy.
Yes. It's the same guy.
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