Is getting a financial advisor worth it.

[Logan Bryant]

Just curious about other opinions on financial brokers. I already know some about what I need to do and how to accomplish it, however I also know that there are others who know much more than myself. In your experience, or other’s experience, is it worth the time or not?

[Steve Vaughan]

I think a fee-only, holistic advisor that knows and incorporates RE could be beneficial. Just difficult to find, right? 

I wish I had a 30,000 ft view one this year as we transitioned out of 90% of our RE portfolio.

I've always been ultra DIY and believe I have a good transition plan, but it would've been nice to be able to bounce ideas off of a trusted advisor.

When we do all ourselves we are alone when we want to transition out or turn operations over to someone.

Exit plans are rarely covered here on the forums. A trusted advisor would be nice but not a broker or proprietary product salesperson.