Recommendations for financial planner
Hi. Does anyone have a FP that knows the laws, loopholes and how to apply them or better yet, advise you based on present and intended situations? I'm looking for a Mark J. Kohler (KKOS) or Clint Coons (Anderson Advisors)- someone that sees the big picture re Estate Planning, Asset Protection, Business structures and tax Advisement. Does there exist such a beast? I'm in NY. Thanks!!