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Updated 10 months ago,

User Stats

19
Posts
7
Votes
Derrick Wortman
  • Rental Property Investor
  • Newton Falls, OH
7
Votes |
19
Posts

What kind of Financial Advisor do I need?

Derrick Wortman
  • Rental Property Investor
  • Newton Falls, OH
Posted

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!

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