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Message: <blockquote data-quote="Orion inc." data-source="post: 2277819" data-attributes="member: 58808">A certified and trusted financial adviser is worth their weight in gold. Sometimes you can work with a family member or close friend. If that's their field of business. We've used the same firm for years. He does our planning, advising, accounting and taxes etc. and his partner does the lawyer side of finances and taxes. Worth the piece of mind. We meet with them every 6 months for an overview and a reassessment of our goals and such. We also get detailed statements and such every month from them. Their old friends and I've known the financial planner since high school. I would suggest using someone you trust.</blockquote>