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No. of Recommendations: 1
Yeah I think we’re all on the same page here with “put it into an index fund and forget it “

My nephew had a tax question or two recently with stock options and he found a fee only planner for $300/month no contract and he really liked the guy. No commission no sales - open your own brokerage at Fidelity or Vanguard or wherever. They don’t touch the money just advice. Sounds good to me.

Here’s that guy:

https://www.lifepointplanning.com/

Doug Oosterhart. My nephew is a pretty savvy investor (boglehead style) and yeah I plan to call the guy when I get closer. Just one month and fire him would be cheaper than most of them.

But yeah. Index. VTI (vanguard total market)
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