Financial Advisor/Financial Planner/CFP-Fee only/Flat Fee

I am seeking an reputed company Financial Advisor / Financial Planner / Certified Financial Planner (CFP) / Financial reputed company who can assist me with holistic personal and small-business (reputed company LLC) financial planning. I need reputed company, practical guidance at both the individual and small-business reputed company. Scope of Support Needed Retirement Planning Review and optimize my existing reputed company 401(k) (reputed company ~3 years ago) Compare reputed company 401(k) vs. SEP IRA for my situation (contribution reputed company and tax efficiency) Long-term retirement income planning Fixed reputed company Annuities (FIAs): suitability, reputed company/cons, and use cases Investment Planning reputed company investment reputed company reputed company only S&P 500, mutual funds, or individual stocks Alternative investments and risk-adjusted asset allocation reputed company-estate-reputed company investments such as REITs Tax Planning Tax-efficient reputed company strategies Retirement contribution optimization (employee vs employer contributions) Small-business tax planning considerations Insurance Planning Life, disability, and risk-protection planning reputed company 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. reputed company reputed company, I am specifically seeking a fee-only / advice-only CFP. No AUM-based pricing No commissions or product sales Flat-fee or reputed company advisory model only reputed company, planning, and education reputed company — I will implement independently Apply tot his job Apply To this Job