Financial advisor for flat fee or hourly? Not tied to any financial services

Pay the one-time fee for access to Right Capital first to see if you think you'll actually get any additional value from something or someone else.

I bought from this guy.

Watch his YT videos as well.

I visistied his website but his minimum is more than my current amount. But I'll keep it in mind in case I give it a try regardless. At the very least I'll check out the videomercials. Thanks.
 
I visistied his website but his minimum is more than my current amount. But I'll keep it in mind in case I give it a try regardless. At the very least I'll check out the videomercials. Thanks.
I think you would love the RightCapital retirement planning software. I have been using it for over 2 years now. Lots of videos and case studies using the software on YouTube.
 
I think you would love the RightCapital retirement planning software. I have been using it for over 2 years now. Lots of videos and case studies using the software on YouTube.

Where do I get the RC software? Or, is their Root software RC?
 
Where do I get the RC software? Or, is their Root software RC?

As mentioned in a previous post, you get access to the software from Root Financial.


or


Now, I noticed today that this guy in this video was offering free access to the RightCapital software. I don't know anything about this guy so you may be taking a risk.

 
As mentioned in a previous post, you get access to the software from Root Financial.


or


Got it. It was not clear to me if ROOT was an in-house developed software or if it was RC rebranded. I am going to take a stab at it.

I have been looking for something like this for a long time. After reading the comments here I found a number of pay services for other s/w (e.g. Pralana, ProjectionLab, PlanVision).
 
I have access to Right Capital, for which I paid a one time fee around 3-4 yrs back, but I do not have access to its updates & newer features I see it has now such as Taxes 1040 etc...

How do I get access to them ?
 
I have access to Right Capital, for which I paid a one time fee around 3-4 yrs back, but I do not have access to its updates & newer features I see it has now such as Taxes 1040 etc...

How do I get access to them ?
You need to contact the advisor that gave you the access.
 
Be very careful. Holding a CFPdoes not make the person a fiduciary. The person may be a fiduciary by virtue of his employer being a registered investment advisor but stand alone the CFP is not a fiduciary.
True. You gotta ask and, hopefully, get it in writing.
 
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