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re: Thinking about getting a personal financial advisor through Vanguard. Concerns?
Posted on 7/27/16 at 12:16 pm to baldona
Posted on 7/27/16 at 12:16 pm to baldona
quote:
I don't have a CFP but is tax planning and estate planning not usually done by a CPA and tax attorney? A CFP could certainly help, but if you have a CPA they would be the ones to ask for that
Typically, if you need estate planning done the whole team (CPA, Attorney and financial advisor) work together. Very f
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