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These are all excellent suggestions. You also might look at your circle of friends. Ask them who they use for financial assistance. Are they happy with the service provided? How’s the cost? How has the advisor done during up and down markets? Do they trust the advisor?
Interview the ones that sound like they might be good. Then after all that come back here and review these suggestions. How the advisor charges vary and the most expensive ones charge a percent plus they want you to use a specific broker so they can capture the transaction fees too. FYI I’m not a huge fan of Vanguard funds. HTH…doc
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