Does anyone here have a financial planner you would recommend? Ideally could do a flat fee consultation to help develop a plan. Thanks!!!

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I was previously working with a wealth management firm and can pretty much help you to make a solid plan as I was previously working with ample of HNI clients

Me/my colleagues!

What company?

I am one—passed the Series 65–but only so I don’t run afoul of Dodd-Frank when advising funds that I manage in case we buy LLC or LP real estate interests instead of real estate directly. This is my point: I would never advise anyone on a subject other than that and the 65 is a joke. My advice would be to very carefully choose and interview a lot of people before choosing gone. A lot of incompetent people out there. Good luck!

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