Who do you have on your Financial Services Team?

[Noah Bacon]

When I was saving up a down payment for my first house hack, utilizing a Financial Advisor's services was one of the most beneficial things I could've done to start off my real estate investing journey. Once I closed on my primary and essentially used every last dollar to make it work, I have not used a financial advisor since and am considering utilizing their services again. I now have much more clear goals in mind and a consistent personal budget than when I was starting off, yet I am by no means saying I am better equipped to yield the best return on an investment portfolio. But, I am wondering if any other investors have found value using an advisors services with the short term goal of saving a down payment? 

I have found massive value in adding an investor friendly CPA to my team after owning real estate, and will never consider filing my taxes on my own after some eye opening meetings! 

What financial services professionals do you have on your team? 
How did you find them?

If you have more than one poll selection, please reply with your answer!🗣️

[Jeff S.]

@Noah Bacon CPA