Tax, Legal Issues, Contracts, Self-Directed IRA

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Bobbi Casalino
  • Investor
  • NY
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Recommendations for financial planner

Bobbi Casalino
  • Investor
  • NY
Posted Jan 24 2022, 17:58

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!!

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