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Nelson, if you are interested, I can PM you a link to the website of the firm we use, to at least give you an idea of what to look for. They are a Michigan-based firm, so I doubt you would actually use them. Here is a very relevant statement from their website, though, regarding the concept of a...

Yes, they give guidance on all aspects of your finances, and will also review your insurance needs (no, they do not sell insurance ) as well as all those areas you listed. They also provide legal services for an additional fee, if you need it (my wife is a legal assistant, so we have access to...

I cannot remember the exact percentage (I know our annual fee), but I think it works out to around 2% of our gross income before any tax write offs. Their fee is tax deductible, though, with some going against our base income and the rest written off against our rental property. So, they are...

We have used a fixed-fee financial advisor for about 18 years now. They help manage our investments, help with tax planning, prepare our tax returns, and will represent us in any audits that may occur -- which have never happened (knock on wood). They have also assisted with some complicated...