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Updated over 4 years ago on . Most recent reply

User Stats

11
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3
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Megan Wildhood
3
Votes |
11
Posts

Financial advisor recommendations

Megan Wildhood
Posted

Hey all! Any recommendations for financial advisors experienced in working with real-estate investors and business owners? I'd love someone who's also familiar with working with single women into FIRE even as they are not in the highest of income brackets (yet) as well.

Most Popular Reply

User Stats

2,328
Posts
877
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Bill Hampton
  • Tax Strategist, Financial Planner and Real Estate Investor
  • Atlanta, GA
877
Votes |
2,328
Posts
Bill Hampton
  • Tax Strategist, Financial Planner and Real Estate Investor
  • Atlanta, GA
Replied

Megan,

Are you open to working with your financial advisor remotely? I recommend finding a financial advisor who specializes in working with real estate investors over one that is local. You should consider working with your advisor remotely to expand your options.

I would also recommend looking for an advisor who is willing to work with you throughout the year. You want an advisor that can help you strategize and who is responsive when you want to know the consequences of the financial decisions you are making throughout the year.

You should also find a Fee-only advisor who is not going to sell you a product and/or try  get a commission. 

Good luck and let me know if you have any questions.

  • Bill Hampton
  • 404-482-3170
business profile image
Hampton Tax and Financial Services, LLC.
4.8 stars
90 Reviews

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