Hello from a Future Texan

[William Joel Idleman]

I guess I missed this thread a few months back!  I'm a tax and financial planner that specializes in real estate!  If you're on this forum then you know real estate is (in my opinion) the best investment vehicle!  I'm super analytical so I studied real estate and read all kind of book for about 10 years before I pulled the trigger.  Once I started tax planning it all came together.  I bought my first property in April and I plan to close on my house hack in October.  I think I'm the only financial advisor I know that encourages people to move assets out of my office and into real estate haha!

Yes, I have a few spots left on my book before I'm full. I thoroughly enjoy my REI clients the most because we share the same passion. If you need some help setting goals and making a plan, or have questions about how to access your retirement accounts assets for investment property please drop me a line!