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Updated over 4 years ago on . Most recent reply

Kalin Berger's profile image
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Kalin Berger
  • Specialist
  • from Portland, OR
  • Member since Jul 10, 2020
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Kalin Berger's profile image
Kalin Berger's profile image
Kalin Berger
  • Specialist
  • from Portland, OR
  • Member since Jul 10, 2020
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Kalin Berger
  • Specialist
  • Portland, OR
0
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Personal Finance

Seeking Financial Advisor Referral

Kalin Berger
  • Specialist
  • Portland, OR
Posted

Seeking a referral to a financial advisor to help roll over a ~$325k 401(k) into a self-directed IRA with checkbook control, with the aim of acquiring rental property. Looking for somebody with direct experience in this sort of structure.

Thanks for any suggestions.

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Jason M.'s profile image
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Jason M.
  • Investor
  • from Centennial
  • Member since Jun 20, 2020
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Jason M.'s profile image
Jason M.'s profile image
Jason M.
  • Investor
  • from Centennial
  • Member since Jun 20, 2020
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Jason M.
  • Investor
  • Centennial
13
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Jason M.
  • Investor
  • Centennial
Replied

Piggybacking off of this thread!

I would like the assistance of a certified financial planner to help me go over my budget and investment strategy via WebEx and make sure that my plan is sound. 

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