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Updated over 4 years ago on . Most recent reply
Recommendations for Fee- Based/Flat Rate Advisor -investment&tax
Hello- I am an experienced landlord with a rental house in DC and now am considering purchasing a second single-family or multi-family in LA area. I would like to discuss some scenarios with an experienced, professional advisor who understands the tax implications, laws, market, implications of cashing out money from a retirement to use for a down payment, how much $ we can afford to invest etc. I would like a professional service available at an hourly rate (I have an agent I trust and like, but need more big picture financial advice- not linked to any product). I apologize if this is a naive question- who offers this service? Does this exist? Can anyone recommend someone in CA or Los Angeles? Any advice is welcome. Thank you!