Posted: 9/29/2025 7:20:58 PM EDT
|
Any good ones in the state. I met with one s few years ago in Madison- flashy brochure, nice office, etc, but felt pushy. Ideally one that can look at what I have, tweak it, and work with my CPA (who apparently knows jack all about lowering tax burden). Bonus if it's a fee for service, not a long term "I'll scrape off a percentage every year" model . I can drive anywhere in the state. |
| There have been some good episodes around this on the Choose FI podcast. Highly recommend that podcast and also reading "The Simple Path to Wealth". |
|
Originally Posted By The-White-Dog: If you're still looking; https://www.boydfs.net/ Mike's been a friend for 10 years. He handles stuff for both my mother and my aunt. Good dude, and he knows his shit. Also happens to be the president of our gun club, and has some neat toys himself. Plus one on Mike Boyd being a good dude. He's located in Rhinelander. |