Originally Posted by
rickair7777
Your financial adviser should not be your broker, and should not be in the broker biz. If you're a hammer, everything naturally looks a lot like a nail.
Pay for an independent CFP. They'll help you with taxes, estate, insurance, etc, etc and it will all be coordinated so you're maximizing all available legal opportunities (loopholes).
Exactly the way my Financial Investment company does. They provide directions to a major broker that holds my assets. At no time can they pull an Enron.