Financial planner

post reply Forum Index » Money and Finances
[Post New]04/14/2026 13:53
quote
Anonymous
Would welcome recommendations for a certified financial planner.

We are in Maryland, in our 40s. Looking for a review of our cash flow, risk management, current retirement and investment allocations, and estate planning. Not currently looking for someone to invest for us.

Thanks
[Post New]04/14/2026 14:06
quote
Anonymous
Oh, and if you would recommend a planner, can you also share their fee or fee structure? Thank you
post reply Forum Index » Money and Finances
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