My wife and I are looking for a financial advisor who accepts an hourly rate for us to consult with on an as needed basis. We’re not looking for anyone to actively manage our portfolio or finances, but more to get guidance and advice when needed. Below are some things we’d be in need of throughout the years.
Make sure we’re on track for retirement.
Review our investments to make sure we’re making the best returns as possible.
Build a trusted relationship with so that if I were to pass, my wife would have someone to help guide and navigate the financial world with.
Get tax advice from if needed.

We live in Neenah WI and would prefer video chat or phone calls. Maybe to meet in person every other year depending on what we are going over. Is this something you are able to help us with?