Looking for an in-person hands-on advisor who can help my brother transfer funds from Canada to US & simplify his US accounts & RMDs. He has difficulty with user IDs & passwords, organizing financial documents, and understanding processes. He avoids phone calls & does not retain processes (like gathering info for tax preparers), etc. Although he knows he is neurodivergent (and introduced me to the term), he will not initiate an assessment. I am hoping to find a professional who can act as a (non?) durable financial POA and (temporary?) daily money manager. We are seniors in the midwest US. Thank you for pointing me (us) toward any resource.
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