Any Recommendations for Financial Advisor?

[Beauford]

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

 

[navigate30a]

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

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]

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

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]

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.

What is a lunch and learn? Is he/she fee only?

 

[Jennifer Lowry]

What is a lunch and learn? Is he/she fee only?

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.