Many financial planners recommend allocating a minority percentage of retiree invested assets to illiquid immediate annuities, for example.I don't know how you "duration match" a long-term buy-and-hold portfolio.

Get your attorney, your financial planner, your estate planner, and your CPA all in the room at the same time and then ask your question.

Just hit some bumps in the road, and curious what your day is like, what do I have to look forward to, what can take from what you all share and apply to my own daily planner...

REPLY FROM ME: My 3 biggest lead sources are fee based financial planners whose clients are looking for predictable returns, existing clients and experienced active investors who are looking for passive long term investments.

This is standard advice from financial planners.

You might call and have a talk with one of the planners and see if you can get a feel for your prospects.

Kind of ghetto, neighboring houses messy-ish, all houses are unique (they aren't all stucco houses built by a central planner... so there aren't rows of houses that look the same...), they are older houses...Should this not stop me from looking?

I am not a Tax professional or Real Estate financial planner but it can be wise to have at least 1 LLC for your fast-turning properties and at least 1 LLC for your long-term holds.

I do need to find a good financial planner who can sit down with me and go over everything I have going on and truly answer all my questions.

Insurance sales, bank PR/marketing, stock brokers, financial planners?