Does anyone have a good recommendation for a CFP in North Dallas / Plano?
Primary goal of the discussion would be to put together a plan for early retirement (e.g. liquidity prior to being 59 1/2).
I'd probably only want to meet a couple times ... Not looking for ongoing wealth management.
Thanks.
Primary goal of the discussion would be to put together a plan for early retirement (e.g. liquidity prior to being 59 1/2).
I'd probably only want to meet a couple times ... Not looking for ongoing wealth management.
Thanks.