No. of Recommendations: 2
For what it's worth, a few questions to ponder. Given your description I'm probably close to your age.
* Could you pay said FP to keep you in a defensive posture for that 1%? (In my thinking, preservation of capital is more important than aggressive growth where you're at.)
* How risky / likely to fail is your business? (Influences first question).
* Have you looked into a single fund approach like a 50/50 or a retirement date 2030 fund at a brokerage? They are extremely low fee ( less than .2%), zero maintenance, set it and forget it.
And with that decision out of the way, you can focus your limited non-business mental cycles on getting a great estate plan set up quickly, and focus the vast majority on your business as long as that takes.
Happy for you - I wish I had a part share in a successful business to keep me busy as I ponder dropping out of the corporate IT world.
FC
