No. of Recommendations: 2
There are probably lots of financial planners on this board as well as the related boards. However, the real question is what financial issue/problem do you need to solve?

As I have always suggested, a financial planner is a generalist; maybe even the captain of your financial team. At a minimum, other team members include:

1. accountants (general & tax)
2. insurance broker (life/health & prop/casualty)
3. attorney(s)
4. investment analyst/specialist/broker
5. banker

If your life is a financial mess or otherwise requires a complete review & overhaul; then by all means seek out a CFP; conversely, if you have a target issue; then go directly to the targeted professional who specializes in solving that issue.


P.S. Further, I am still of the belief that financial planners should be paid to PLAN; not to do. The instant the planner also provides the solution; one creates an unavoidable "conflict of interest" which may or may not be in the client's best interests.

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