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Search for Qualified Professionals

1. Financial Planner

Finding a CFP ® near you: https://www.letsmakeaplan.org/

Verify certification: https://www.cfp.net/verify-a-cfp-professional

2. Tax Adviser

Enrolled agent: https://taxexperts.naea.org/
CPA: https://cpaverify.org/

3. Insurance Agent

Verify qualifications: http://www.finra.org/investors/ask-and-check

4. Estate Planner
Find a CEP at https://nicep.org/find-a-professional

5. Others:

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Note: I do not get any financial benefits for referral to any agencies, companies, or professionals.