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Updated 10 months ago,
What kind of Financial Advisor do I need?
Hey Everyone,
I am struggling trying to figure out what kind of Financial Advisor I need. I am trying to accomplish the following:
- I have 7 properties that have great cashflow that I plan to retire off them.
- I want to talk about my retirement plans, if I should form an LLC, if I should be investing in my 401k, etc.
I got this far mostly by myself and it’s to the point I need some guidance. I'm not sure if I need a fiduciary, wealth management firm, financial advisory. All I know is I'm just looking for strategy help/expertise and not for a company to manage my investments/funds who preferably charges a flat fee vs a % of my assets. Any guidance would seriously be appreciated!