Getting Started - Thoughts on Working with a Financial Advisor?

[Andy Gibson]

Hey guys, I’m just getting started on my real estate investing journey. I work in analytics consulting and have managed my finances and investments well by myself. 401k, investment accounts, high yield savings account, own a house in a nice neighborhood with a traditional 30-yr mortgage, etc. 

Before I buy my first property, I’m curious to talk with a financial advisor to ensure I’m in a good spot and figure out the most tax efficient way to pull together a down payment. I’m pre-approved for a second mortgage, have a realtor who is investor-friendly, etc., but I’m curious what your alls thoughts are on how beneficial a financial advisor could be.

I’m not interested in having someone actively manage my investments as I’m comfortable with doing all of that. More interested in more of an assessment and guidance related to real estate. What are your thoughts?