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Originally Posted by roadrnnr
That's what I need. How do I find one around here?
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You may want to consult with a certified financial planner, CFP. Google "find a cfp" and you can find them located in The Villages. A CFP is trained in all aspects of finance, including investments, retirement, taxes, estate planning, and insurance. They will probably want to sell you a comprehensive writtten financial plan for about $1,500 to $2,000. For some people, this is a good way to go. But, if you just want to pay someone $200 or so to ask questions, it will be difficult to find someone who will meet your needs. They will more likely want to manage your investment portfolio for an annual percentage of your assets.