Lexington Kentucky [recommend financial planner and CPA]

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills
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alevent1
Posts: 2
Joined: Thu Aug 06, 2015 11:50 am

Lexington Kentucky [recommend financial planner and CPA]

Post by alevent1 » Thu Aug 06, 2015 11:57 am

I am new to the forum but have read extensively about passive investing over the past 4-5 years. I am going to move to Lexington Kentucky soon.

I was wondering if someone might suggest a financial planner and CPA in that area. Of course, I would like them to have low fees, agree with indexing, tax-efficient fund placement, etc. . .

Thanks.

Alex Frakt
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Posts: 10853
Joined: Fri Feb 23, 2007 1:06 pm
Location: Chicago
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Re: Lexington Kentucky [recommend financial planner and CPA]

Post by Alex Frakt » Thu Aug 06, 2015 2:54 pm

Everyone -
This is a legit post from a verifiable human :-) (not the sock puppet spam it looks like).

OP -
You may wish to supply some more information, such as why you believe you need a financial planner if you have been studying passive investing for several years. Also perhaps why your tax situation is complex enough to warrant a CPA.

alevent1
Posts: 2
Joined: Thu Aug 06, 2015 11:50 am

Re: Lexington Kentucky [recommend financial planner and CPA]

Post by alevent1 » Fri Aug 07, 2015 12:29 pm

I need a financial planner to help determine the following for housing:

1) Buy vs rent
2) If buy, how much can we reasonably dedicate to this?
3) Where should I go to get the best mortage?
4) Estate planning

CPA:

1) I simply hate doing my taxes and I am willing to pay someone a reasonable fee to do it. I always feel like there is something I am missing.

AerialP
Posts: 160
Joined: Thu Apr 12, 2007 12:34 pm
Location: Central Kentucky

Re: Lexington Kentucky [recommend financial planner and CPA]

Post by AerialP » Mon Feb 12, 2018 11:40 pm

Hi Alevent1,
Any luck on this?
Curious how you've found Lexington to be.
AerialP

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