Looking to start working with a Financial Advisor to help me with tax planning, budgeting, and positioning myself to buy a company in a few years. How do I go about finding a good one? Any suggestions, advice, or tips?

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Talk to your network, those who you admire the most for their financial position and ask who they use. Interview a few and set some traps for them to try to sell you something rebar you know may not be the best choice and see how they navigate that, if they don’t take the bait then that’s a good sign. Finally do research on BrokerCheck to see their history. I’d say stay away from advisors from firms like Edward Jones, Northwestern Mutual (not real advisors), or any of those other kinda sketchy companies. Raymond James has good ones, so do some of the big wirehouses (but if you’re not seriously wealthy many won’t care for you much), LPL also has some good ones. Good luck

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