I am seeking an experienced Financial Advisor / Financial Planner / Certified Financial Planner (CFP) / Financial Writer who can assist me with holistic personal and small-business (solo LLC) financial planning.
I need clear, practical guidance at both the individual and small-business levels.
Scope of Support Needed
Retirement Planning
Review and optimize my existing Solo 401(k) (opened ~3 years ago)
Compare Solo 401(k) vs. SEP IRA for my situation (contribution strategy and tax efficiency)
Long-term retirement income planning
Fixed Index Annuities (FIAs): suitability, pros/cons, and use cases
Investment Planning
Diversified investment strategy beyond only S&P 500, mutual funds, or individual stocks
Alternative investments and risk-adjusted asset allocation
Real-estate-related investments such as REITs
Tax Planning
Tax-efficient investing strategies
Retirement contribution optimization (employee vs employer contributions)
Small-business tax planning considerations
Insurance Planning
Life, disability, and risk-protection planning aligned with financial goals
Estate Planning (Advisory Level)
Basic estate planning guidance and coordination considerations
Education Planning
Kid’s college education planning and savings strategies
Engagement Model Requirement (Important)
I have been working with a CFP for the past three years under an AUM model along with an annual planning fee. Going forward, I am specifically seeking a fee-only / advice-only CFP.
No AUM-based pricing
No commissions or product sales
Flat-fee or hourly advisory model only
Strategy, planning, and education focus — I will implement independently
Apply Now
Apply Now