re: Need advice re: financial planner

I plan on staying in this house forever. The only thing that might change that is if we decide to downsize later in life.

As far as the student loans, I have no plans to pay them back sooner than necessary. Even though I don't qualify for the student loan interest deduction, the interest rate is rock bottom and if I happen to die my family is not obligated to pay it back - sort of like having built in life insurance.

I don't have any desire to retire before 65, and would anticipate working at least part time beyond that. I think working is a good way to keep the mind sharp.

I know my situation seems a bit odd, but I finished residency a few years ago and ended up moving to a new practice after less than 2 years. Most of my extra income early on went into building the new house, and of course with a big new house comes big new furnishings. I am finally more or less settled in my practice and finances and need to get serious about financial planning. I am looking for an adviser for investments/retirement planning as well as ways to reduce my tax burden. I am close to NOLA, on the northshore, if anyone has any specific recommendations.