Most financial advisors aren’t what they seem. They paint themselves as stewards of your financial security, carefully analyzing every investment they put your money into. But that’s far from the truth. Many financial...
Nikunj Merchant
Financial Planner / Advisor With Real Estate Experience?
Hi BP Community,
I'm at a point in life where I'm considering getting a financial advisor to advise me on the science behind portfolio construction. I very much enjoy managing my own money, and I'm above average whe...
Doug Peters
Looking for Financial Advisor
We are looking for a personal financial advisor. Someone who is familiar with inheritances and IRAs and real estate investing.Thanks in advance.
Katlin H.
CPA, Finacial Advisor, or both?
Hello guys!
Like many others I am new to real estate investing and after circling the pool for over a year, I finally jumped in. I’m in contract for 2 OOS properties and looking at 3 others at this time.
One big co...
Brian Plajer
Tax/financial planning services
Hello, I'm an investor, less than five properties and growing. I have heard several podcasts about the importance of a solid tax strategy. My current tax preparer does not seem to offer much of a strategy with regard...
Taylor Burns
Financial Advisor: Do I Need One (Denver Colorado)
Good morning BP! I am still new into real estate investing. I am learning all I can and actively looking for my first deal as a house hack just south/east of Denver Colorado. I met with a financial advisor last week t...
Jason Powell
What value do you get from your Financial Advisor?
I would love to hear from folks who use an advisor and are content to pay their 1%(ish) fee, what value are you getting that you feel is worth paying for?
Casey Vidal
Interest in Financial Planning with Real Estate Investment Specialty
Hello! Curious to see if there would be an interest from investors in working with a Financial Planning team that has an expertise in Real Estate Investment? The team would have a hybrid model when it comes to fees- t...
Denise Darval-Chang
One Stop Shop Company
Aloha,
Is there a one stop shop company that provides Financial Planner, Tax CPA, Retirement Planning. Any one heard of Oak Harvest Financial Group? Does David Green have such a business...currently I have an Edwar...