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I am looking for someone who has fairly extensive knowledge on Financial Planning, investment strategies and Insurance. more specifically retirement issues and strategies. (Not buy and hold type strategies) I 'm not looking for someone who thinks like the typical broker at the big brokerage houses. Their ideas of things such as "buy and hold", income from bonds etc and do not address any real "actual planning" don't interest me.
I am looking for more up to date forward thinking. I can give you a basic outline of the topics I would like to cover. A few examples would be: Social Security, medicare options, a 3 bucket very simple system for risk tolerance, 401k rollovers,
ladder strategy, mangaged accounts, market based FDIC insured CD's, tax reduction planning, cash flow and budgeting, tax deferring growth in Life Insurance for tax free income and/or wealth transfer, hard assets and annuities, preservation of wealth, basic estate planning and wealth transfer, stretch IRA strateg...
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