I would start by referring your friend to the four links below:A client I do consulting work for will be receiving an 8 digit windfall (over $10 million) due to the sale of their company.
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How can we go about finding a quality financial planner who has the skills and experience to assist a high net worth person?
Jason Zweig's 19 Questions for your Advisor
Rick Ferri (A distinguished Boglehead member and CFA)
Mark Zoril (of Plan Vision)
Rick's site also has this link: https://adviceonlynetwork.com/#advisors
Statistics: Posted by bonesly — Mon Apr 22, 2024 1:24 am — Replies 1 — Views 282