Q: We live in Orange County, California. Do you have a financial adviser in our area that you would recommend for “close to retirement” advice?
A: While I don’t know any advisors in your area, we would be happy to offer you near retirement advice. Our firm is registered with the SEC which gives us the leeway to assist our clients throughout the US.
However, I do understand that sometimes people want to work with an advisor they can sit across the table from. You can search for a local fee only personal financial advisor registered with the National Association of Personal Financial Advisors at the following website:
Please don’t hesitate to reach out to us with your questions. We are happy to help.