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Beach Lover

[QUOTE="Beauford, post: 970698, member: 29477"]
I am seeking general planning and tax advice nearing retirement - fee only advisor - anyone have a rec?
[/QUOTE]
My accountant is fantastic. Not sure if he does everything you’re looking for, but he can definitely help you with tax advice… 
Michael Lynch
Lynchpin Tax Solutions
(850) 210-9738

<blockquote class="xfBb-quote" data-name="Beauford">I am seeking general planning and tax advice nearing retirement - fee only advisor - anyone have a rec?</blockquote>My accountant is fantastic. Not sure if he does everything you’re looking for, but he can definitely help you with tax advice… 
Michael Lynch 
Lynchpin Tax Solutions 
(850) 210-9738

Jennifer Lowry

Beach Comber

[QUOTE="Beauford, post: 970698, member: 29477"]
I am seeking general planning and tax advice nearing retirement - fee only advisor - anyone have a rec?
[/QUOTE]
Did you find someone?  I am putting together a lunch and learn with my financial planner in August and you are welcome to join in.

<blockquote class="xfBb-quote" data-name="Beauford">I am seeking general planning and tax advice nearing retirement - fee only advisor - anyone have a rec?</blockquote>Did you find someone? I am putting together a lunch and learn with my financial planner in August and you are welcome to join in.

Beauford

[QUOTE="Jennifer Lowry, post: 970862, member: 36151"]
Did you find someone?  I am putting together a lunch and learn with my financial planner in August and you are welcome to join in.
[/QUOTE]
What is a lunch and learn? Is he/she fee only?

<blockquote class="xfBb-quote" data-name="Jennifer Lowry">Did you find someone? I am putting together a lunch and learn with my financial planner in August and you are welcome to join in.</blockquote>What is a lunch and learn? Is he/she fee only?

[QUOTE="Beauford, post: 970863, member: 29477"]
What is a lunch and learn? Is he/she fee only?
[/QUOTE]
I am still working out a date and details but we are thinking of have him speak and answer questions at my office on 30A.  We would serve a small lunch as well.

I am not sure if he is fee only.  I believe it depends on the services.

<blockquote class="xfBb-quote" data-name="Beauford">What is a lunch and learn? Is he/she fee only?</blockquote>I am still working out a date and details but we are thinking of have him speak and answer questions at my office on 30A. We would serve a small lunch as well. 
 
I am not sure if he is fee only. I believe it depends on the services.

I am seeking general planning and tax advice nearing retirement - fee only advisor - anyone have a rec?

Any Recommendations for Financial Advisor?

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Cars of 30A At Alys Beach: Event Highlights & Photo Gallery

Sixth annual Run Watersound At Watersound Town Center October 24, 2026

Support Our Parks: The 2026 Friends of Camp Helen Pumpkin Patch Is Open

Annual Events and Festivals in South Walton