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I have an appointment to discuss strategies with them. Very low cost at $30.00 per month. Want to know if anyone has had experience with them. Thanks

Hi Everyone! I'm 62 with $3.8 million in 401k/IRA's and $1.3 million in taxable accounts Also have $200,000 in a 529 plan for my two daughters (7th and 9th grade) Allocation is 70% stocks (etf's)/30%(bonds). Also have $50,000 in HSA. I have no mortgage on primary home worth $600,000 and 4...