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Updated over 4 years ago on . Most recent reply

User Stats

21
Posts
5
Votes
Kate C.
  • San Diego
5
Votes |
21
Posts

Recommendations for Fee- Based/Flat Rate Advisor -investment&tax

Kate C.
  • San Diego
Posted

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!

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