FIND AN ADVISOR IN YOUR AREA:

Background: Many advisors use the Otar Retirement Calculator in their practice. They are truly the “outside-the-box” thinkers. Some wanted to display their contact information on my website.  And that is how this page got started.  

Disclosure and Waiver: It is up to you to decide if an advisor is a best fit for you. You need to interview the advisor and do your due diligence. I do not do a background search, nor a credit search, nor legal search before adding a name to this list. This page is for information only and I am not responsible of what happens between you and your advisor that you might have selected from this list.

Here is how I qualify each advisor that gets listed here:

1. They all use the most recent edition of the Otar Retirement Calculator as part of their planning process, some since inception in 2004,

2. Each advisor writes a qualification test to show me that they understand my philosophy,

3. Each advisor signs a document saying that they will place client’s interest first and that they will treat their clients with respect and dignity.

Compensation: I provide this service to help individuals looking for an advisor. I do not collect any referral fees, commissions, or any such compensation from investors or advisors for this service. Currently, I don’t charge any advisor to have their name listed here, nor do I intent to do so in 2013. However, in future years, I might ask advisors to pay a nominal fee towards the costs of this website.

Are you an advisor? Do you want to be listed here? Click here for more info.