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With the amount of investable assets that you have, you could go to a mutual fund company like Vanguard or T.Rowe Price (and I'm sure there are probably others that I don't know of) and get a comprehensive financial plan (with recommendations about where to put your assets to best meet your specific goals) for FREE. If you go with Vanguard, the plan will be prepared and discussed with you by a CFP (certified financial planner).