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Old 01-28-2011, 12:35 PM
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rjm1cc rjm1cc is offline
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Try a CPA that has a certification in financial planning http://www.aicpa.org/ForThePublic/Fi.../FindACPA.aspx or maybe http://www.cfp.net/search/.
I think you are looking for a fee only planner.
You might also find some help at the large mutual funds such as Vanguard or a broker such as Schwab.
Not knowing what you have I would not look favorably on someone telling you to sell most of what you have unless the reason is that your planner was not good and only working in his self interest. Be very careful of investments fees and commissions.