Recommendations for financial planner

[Bobbi Casalino]

Hi. Does anyone have a FP that knows the laws, loopholes and how to apply them or better yet, advise you based on present and intended situations? I'm looking for a Mark J. Kohler (KKOS) or Clint Coons (Anderson Advisors)- someone that sees the big picture re Estate Planning, Asset Protection, Business structures and tax Advisement. Does there exist such a beast? I'm in NY.  Thanks!!

[Daniel Hyman]

I'm not exactly certain what you are looking for, but for someone who gets big picture financial and tax planning, reach out to @Bernard Reisz.