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Question for the Money Doctors

Question submitted on Jan 31, 2014.

Question

I am a CPA in industry (previously audit), and have managed my investments for over 20 years. Although I''m fine with my results so far, I believe I could use a sanity check. I'm thinking this would take the form of a fee-only financial review/plan, without putting my assets under management. Do you have any advice for people in my situation? Thank you.

Answer

There are fee-only planners that work on an hourly basis. If you can''t find one in your area, I would be happy to assist. I do work remotely with some clients.


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