I have used and invested with several planners, advisors, etc. over the years and then I came across Fisher Investments. They are extremely thorough in analyzing your individual situation and make recommendations according to your wants and needs, they are not pushy and it takes several weeks and a few hours of your time and theirs to come up with a plan specific to you. Even if you choose not to go with them at the end the information you will receive is worth the time spent with them. They also have a lot of free services such as succession planing, tax help, wills and trust help, etc. and once you are with them you get what seems to be weekly informational videos and seminars, etc. They are located in Tampa however they do come to The Villages several times per year if you want to meet in person. I believe they have a minimum investment of $500,000.00 so they are not for everyone. If you want to talk with them I would recommend calling Heather Styles to get the ball rolling, you can search her name to see her credentials and contact information. Good luck in your efforts
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