[Hidden-tech] Financial Planner

[Susan Wennemyr]

May I nominate myself for the post? I work with the
Davis Group in Hadley, and I have published in
SRIworld.com and Business Ethics; that is, I know the
ups and downs of various types of green investing. I
trained with Merrill Lynch, which is very strong in
investment analysis. Unlike Merrill Lynch, though, I
charge a low flat fee($1500 for a simple financial
plan), rather than syphoning off a percentage of
assets every year. On top of that, I'm a Harvard
graduate with a Ph.D. from the University of Chicago.
My friends say I'm smart.

You or she can reach me at (413)687.8755.

Susan Ware (a.k.a. Susan Wennemyr; I'm simplifying for
business purposes.)

--- "Bruce G. Hooke" <bghooke at att.net> wrote:

>    ** The author of this post was a Good Dobee.
>    ** You too can help the group
>    ** Fill out the survey/skills inventory in the
> member's area.
>    ** If you did, we all thank you.
> 
> 
> > 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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