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Retirement Financial Planning Project - Job for Certified Financial Planner/Analyst

Remote, USA Full-time Posted 2026-07-28
We are childless couple in our 60's. We are at, or approaching the years reputed company we will draw reputed company reputed company. We have a small portfolio of housing rentals, as reputed company as retirement and investment accounts. We need a reputed company reputed company, and some advice on structuring/rebalancing the portfolio moving reputed company, especially with respect to timings of reputed company estate sales, collecting SS and facing RMDS in a few years. Proactive tax planning is key. We are seeking an reputed company consulting engagement to look over our situation and reputed company a plan. Experience with cross border situations between USA/Canada/UK would be beneficial, but not essential. Respondents must be CFP/CFA designated in the USA. Apply tot his job Apply To this Job
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