@pauljamesreid1981 There are a few places to search. I would always work with a fiduciary CFP, and I’m biased toward fee-only independent advisors who are well credentialed and have nothing to sell but advice. You can find these advisors on NAPFA or the Fee-Only network. Many firms also have...
@pauljamesreid1981 I say this as a financial planner who also has ti manage risk for my clients… I wouldn’t do hardly any of these without carving out a solid foundational amount that’s in simple liquid ETFs that are tax efficient. Then carve out a portion you’re okay with losing if things go...
