[Hidden-tech] Financial Planner

[Andy]

Hello Bruce et al,

 

I have been using a fellow from Belchertown named Eric Bright.  His
specialty is "Socially Responsible Investing."  His fee is a small
percentage of the funds he is managing, so there is no conflict of interest
that you might find with a commission driven financial planner.  He has a
nice website that explains what he does better than I can:

 

http://www.pennyfarthinginvestment.com/

 

He is a Chartered Financial Analyist and his business is called
Pennyfarthing Investment Management, LLC.

 

Andy Smith

Ashfield, MA

 

  _____  

From: hidden-discuss-bounces at lists.hidden-tech.net
[mailto:hidden-discuss-bounces at lists.hidden-tech.net] On Behalf Of Bruce G.
Hooke
Sent: Thursday, January 25, 2007 6:25 PM
To: hidden-discuss at lists.hidden-tech.net
Subject: [Hidden-tech] Financial Planner

 

Hello all, 

I have a friend who is looking for a financial planner in the valley
(ideally near Amherst (or in the Worcester area)) who can help her with some
retirement planning. She is a social worker and does not have tons of money
so she needs someone who is not too expensive. She does not need someone
"fancy" because she does not have the kinds of complex issues that people
with more money tend to run into. I'd like to avoid sending her to someone
who also offers investment services and the like because she needs to be
sure she is getting advice that is not biased towards some service or
investment the person is trying to sell. I realize this will mean paying the
person up front. 

She is distinctly left-leaning in her politics so someone who can understand
that perspective would be good! 

Many thanks, 
Bruce Hooke 

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