Financial Planning & RE. What are you looking for?

[Alex D.]

Hi BP!

My question is, what are some services you wish weren't hard to find that could help you when working with a financial planner? What is role is it that you wish they played in your investment portfolio if any. Does having a CPA/Tax CPA pretty much do it for you or is there something they could be more knowledgeable in?  From what I'm seeing, they are mostly geared towards selling stocks but unfortunately companies put planners in  this position by starting them as salesmen. This makes it difficult when actually wanting to be more versed in real estate and cater to those that believe in this approach (outside of portfolio diversity) as a form of retirement or investing. Long story short, I'm just curious if there is even a market for someone who specializes in this field?