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Updated about 2 years ago on . Most recent reply
Wealth coach recommendations?
HI everyone. I'm looking for some help finding a wealth coach. My real estate strategies are paying off well, but the taxes are crazy and I'd like to focus my machine a little, with an eye on legacy wealth. I am looking for someone who can listen to my ideas and help me refine my approach for optimum financial gain.
Thanks all!
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Marcus Auerbach
#3 All Forums Contributor
Agent
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#3 All Forums Contributor
- Investor and Real Estate Agent
- Milwaukee - Mequon, WI
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Marcus Auerbach
#3 All Forums Contributor
Agent
Pro Member
#3 All Forums Contributor
- Investor and Real Estate Agent
- Milwaukee - Mequon, WI
What you want is a tax advisor, who can help with tax planning and tax strategy. That's a level up from a CPA, but can be the same firm. Good ones are not easy to find, so be prepared to invest some time. It's worth it.
- Marcus Auerbach
- [email protected]
- 262 671 6868
On Point Realty Group - Keller Williams
51 Reviews
5.0 stars