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.
No question, answer, or discussion of any kind facilitated on this site is confidential or constitutes financial or legal advice. Questions answered are selected based on general consumer interest, and not all are addressed. Questions and answers may be displayed online and archived by Wealthtender. Wealthtender is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers.