Financial Advisor Recommendations

[Keith Gilbert]

Any recommendations for a financial advisor? They don’t need to be local to me. My wife and I are mid 40s and save regularly but I want to know we are making wise decisions. We make in the mid 6 figures (W2 income). Advice we are looking for: - 401k, avoid 401k, or contribute what my employer matches - Ira’s - very knowledgeable in Real Estate strategies - minimize our taxes in Retirement - minimize our taxes now. - I’m not interested in anyone selling insurance - I know everyone says not to count on my pension, there is no guarantee, but if there was a measure of likelihood that a company would be able to honor their pension commitments then the conservative private company I work for would be rated the highest. - not really interested in savings advice on our 529 plan. - Nothing against Dave Ramsey, I really like most of his advice, but I think some of it is very basic and geared towards low income earners and people who have been very irresponsible with their money and are trying to dig out. - we have a about $70k to invest from our SDIRA, less if we convert a portion of that to a Roth. - we also will have about $250k to invest from the sale of our home. We are moving to AZ this summer.