Author Topic: Accountant vs. Financial Planner  (Read 1607 times)


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Accountant vs. Financial Planner
« on: February 12, 2018, 09:38:56 AM »
Not sure where the line in the sand is drawn between having an accountant and a financial planner.  Will you help clarify for the average person who is trying to put their money to work, while trying to preserve as much of the growth as legally possible?
My concern is I have a reasonable amount of wealth (6-figures, most in IRAs) and obsess I’m not making the best decisions for a comfortable retirement (5 years out if the market doesn’t crash too bad, 10 if we repeat a 2008 “correction”).  I have no mortgage on my primary residence in TX, rental property in CA (with a mortgage) that I’m planning a like-kind exchange for a rental property in TX.  I’ve invested in a small amount of precious metals outside of an IRA.  I like how I look on paper, and still I think I’m missing something.

You’re an accountant and speak of impressive financial planning decisions you’ve made.  Is this part of the service your firm provides?