All Forum Posts by: Amy B.

Good to know @Anna Greta Taylor I have just begun this search but am starting to think that going outside the CLT area may be the best way to find this particular unicorn! 

Thanks, Dan, I will check out your website. And yes, advisors with REI experience seem hard to come by.

Good points Basit, thank you. Definitely things one has to be prepared for in going down this route.

Hi, anyone know of a Charlotte, NC, fee-only/fiduciary financial advisor who also knows REI? I'm looking for someone to help with financial/retirement planning who is experienced with retirement portfolios that consist of real estate along with traditional vehicles such as 401Ks/IRAs. Ideally, someone with knowledge of self-directed IRAs, Solo 401Ks, and the various tax implications. Thanks for any recommendations!