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With regard to a financial planner I would say a fee ONLY planner from one of the following organizations is your best place to find someone with a legal fiduciary duty to make recommendations in your best interest. Fee based advisors may still have some conflict of interest involved. So I would go here:

http://www.napfa.org/ or http://garrettplanningnetwork.com/

Garrett used to have a relationship with Motley Fool that some of their advisors gave a discount to Fool members. There used to be a reference to it on the Garrett site. I don't see that now but I'd ask anyway. You can search by state/zipcode.

I saw one in 2009 before retiring and was very satisfied with his guidance. But he left Garrett and I moved across country.

I also echo the use of an "Enrolled Agent" for the tax prep. Look here:

http://www.naea.org/
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