Accredited investor seeking Investor- minded Financial Planner

[Lisa Jones]

Hi all,

I need some help/ guidance on how to grow my assets and cash to hit my financial goals for early retirement/ Financial freedom. For example:

1. I have an asset that has appreciated but have suffered greatly from inept property managers and tenant friendly laws- when I cash in, what do I do with the proceeds? Take another risk by buying another building? Go back to less risky SFH, DST, or just take the cash?

2. I am sitting on enough cash that I feel like I am at a crossroads. If I chose well I can invest and set myself up for success. If I choose poorly, my cash will just depreciate and I will miss the opportunity to build more wealth.

3. I need to get organized as I have multiple accounts and multiple properties

4. I don’t know what I don’t know. There could be other investments, other than real estate that could also help achieve my financial goals ( note: I am adverse to the stock market.

So I welcome any leads for good financial planners with vision that extends beyond selling me the latest mutual funds- had my fair share of those.

Thanks for reading!
Lisa