Looking for a Money Woman or Man

[Michael Ramos]

Hello again,

So as I get ready to make some money moves this year, I am looking to add a Money Man or Woman to my team. Now one of my problems is that I do not understand the difference between a Tax accountant, CPA, Tax Planner, Financial Planner and Financial Advisor! (whew) My hope is that 1 person, that understands Real Estate Investing, can fill the shoes of all of these people, because that is what I am looking for.

So if someone can let me know the difference between these please let me know. If you can help me out with this and offer your services to me and my upcoming business please let me know. Or if anyone has a reference please send it my way!

I do prefer someone that I can meet face to face in the greater Los Angeles area (where I live) opposed to someone online, call me old fashioned, but if my options are minimal I can go with someone online after some vetting of course. Thanks to Covid of course I guess most will be online anyway for now.

Thank for your help.

[Sue Haan]

I have worked with several accountants. They are all ok. Some say they are real estate experts but want you to commit to a long term relationship, monthly payment type. The last time I consulted with one of these a sales person called me first to try to get me to sign up.

You can save a lot of $$ on taxes if you have the right advisor. 1031 exchanges and owning in your IRA etc. But at some point you might want to enjoy your earnings. Look at the big picture. Make an exit plan. I am fine paying taxes and very happy to pay a good advisor but I'm going to be smart about it : )

I just made an appt with Bill Hampton for the free 15 min consult for tomorrow. You can PM me if you want to discuss more.