They often partner with CPAs and other professionals to create strategies that maximize your overall net worth.

Sometimes you have to go with your gut, even your professional agent doesn't have all the answers.

I’m trying to have him see the bigger picture if he puts money in tax advantage accounts first and strategically uses a tax professional, that he will be able to offset his high tax bracket w2.

Hi Anna, Unfortunately, this is a common misunderstanding by most CPAs and tax professionals. 

First page google search has his own website and the "Top 100 Professionals" bio (you too can be a top 100 professional for a mere $5,000, or maybe it is $10,000).  

That being said, a professional is necessary.

Did you work with any real estate professionals (agents, lenders, etc.) that you'd recommend to others?

@Jonathan Greene, Thank you for your response and for your professional insight.

I will be in Cincinnati from 11/1-11/3 attending the REIAGC this year and would love to meet with any Real Estate professionals and investors while I am in town.

Did you work with any real estate professionals (agents, lenders, etc.) that you'd recommend to others?