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re: Need advice re: financial planner
Posted on 6/19/10 at 5:23 pm to TheHiddenFlask
Posted on 6/19/10 at 5:23 pm to TheHiddenFlask
I would say you need to pin down what kind of "financial planning" you want/need to do. Are you talking about maximizing tax efficiency, whether in the future, or in your current state? You should probably talk to your accountant or a tax lawyer. Are you talking about making investments? It completely depends on your risk tolerances, but with that kind of income, your options are pretty much unlimited. I would avoid EJ-type places at all costs and look specifically for people that deal with high net worth clients. I know of a few places in nola, if that's your location. Depending on where you are, you might have to get out of your area and get to a bigger metro area (Htown/Dallas/whatever). What dp you do to be pulling down that kind of haul btw?
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