What type of Financial Planning do you use?

[Michaele Arneson]

Besides a really good CPA with real estate investing knowledge, what type of Financial Planning do you use?  We like to keep a certain amount of investments outside of real estate, but are having difficulty determining what is a good complement to our real estate investing ventures.

[Scott Jensen]

Full disclosure. I AM a financial advisor. ;-)

If you're not sure whether you need a financial advisor, I would recommend meeting with a financial advisor that does work on a fee basis (hourly or project based) and have them take a look at your situation and let you know your options. Make sure you go with someone that is a fiduciary and is very transparent about their pricing...and probably stay away from insurance companies. You want a financial planner, not an insurance person who "does" financial planning.