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Thread: Need CFP
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Old 12-26-2020, 10:37 AM
retiredguy123 retiredguy123 is offline
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Quote:
Originally Posted by KJ1325 View Post
I'm in Ohio and I need a good Certified Financial Planner. Most all of my investments are with Vanguard and a couple of business's which for the most do not require much from me. My CPA isn't much help as they just tell me to save and don't spend. Anybody have any good recommendations? Fee's?
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If you have sufficient assets with Vanguard, you can schedule a phone conference with a CFP and it is free. I have done it several times.