Financial Planner: Adviser

It depends on what you want.

Most major self-serve brokerages have pretty incredible tools to walk you through most planning and situational checkups.

If you want dedicated financial advise and investment picking, if you're an accredited investor and have the appropriate asset pools, you can find someone that fits your goals.

If you want someone to sell you pablum budgeting info, a 529plan and life insurance annuity, take your pick of people hanging out the CFP.

Here's my basic advise, whomever you're dealing with, ask them to prove their net worth.

 
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