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How did you find a competent, honest and trustworthy financial planner?
I’ve never used a FP and have done ok but I think now is a good time as I’m 10 years from retirement. I want to make sure I’m setting aside appropriately and also have adequate tax shelter in place. If you use a FP, how did you go about selecting one? Have you had a bad experience with one in the past? What’s an appropriate fee for services? Anything else I should consider? Thanks.
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