Ask Kent to Find an Advisor For You
NOTICE: We are currently facing a backlog of requests. Please only use this form if you are unwilling to work with an advisor already listed under Option 1 or Option 2. If you don’t find a local advisor, then please consider working remotely with an advisor. Working with an advisor that I have screened is MUCH better than working with a local advisor who does not agree to my three core principles: (1) is “fee only” (NOT “fee based”) and, therefore, serving you as a fiduciary 100% of the time; (2) is well trained and experienced; and (3) primarily uses low-cost, diversified, passive-indexed investment products, except in unique circumstances. Working remotely is actually very easy and convenient using modern screen sharing technologies. Give it a try: like many other people, you might be surprised how well it works.