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@saintdc Certainly can do that, was posting here first on if there was any recommendations since it's on my mind tonight. There isn't really a relationship with the existing firm, been no contact in several years.

Details on financial situation below. Spouse and I (32 & 33 years) got a couple kids young kids. Recently received an inheritance of $180k which I put in to a savings account. Additionally my spouse has about $140k sitting in an account that is being managed by some group, don't have any more...