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...
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How can a financial advisor add value in this investor community?
Greetings BP community! I have been a long time fan of the podcasts and investing in SFH for about 4 years. My wife and I just moved into a duplex in east Denver and we are going the house hacking route. Thank you BP ...
Will Barnard
Use professionals or save the $?
What is everyone's thought on the initial expendature of funds on propfessional services such as financial planners, attorneys, CPAs, etc. Do you foot the bill upfront, or go at it alone and hope you don't make a mist...
Lance H.
How can a Financial Planner help a RE Investor?
Hi Everyone,I'm hoping to get some opinions in regards to financial planners. As RE investors what are you looking for in a good Planner? What skills would they need to bring to the table or what problems could they...
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Financial Planner a good idea?
Hello BP! I want to know what your thoughts are on getting a financial planner for someone who is new to real estate and just starting out? Have you guys used one? Has it been helpful/beneficial or do you recommend wa...
Gary Langlais
Financial Planner w/ Real Estate Investment Focus
Hello all, I just joined Bigger Pockets. Been listening to the podcasts for about a year after my wife and I purchased our first STR in Maine in October 2020 and have (thankfully) enjoyed incredible success. We have...
Carrie Easton
Financial Planner/Real Estate Savvy Accountant in Richmond VA
Happy Sunday All! Seeing if anyone has a recommendation in the Richmond Virginia area for a financial planner and/or real estate accountant. I am a high income earner as of this year (about $250k) and am interested ...
Amy H.
How do you plan and keep track of your life?
I am a very old school person when it comes to keeping track of goals and commitments (even though I am a millennial and grew up with technology). I have tried using apps on my phone and google calendar, but I just am...
Vincent Coney
Person Acting On Behalf of the Buyer
I'm trying to get a property under contract and I'm dealing with the buyers financial planner. Do I need a poa from the seller to deal with this financial planner ? Can the financial planner sign the contract on behal...
Alex D.
Financial Planning & RE. What are you looking for?
Hi BP!My question is, what are some services you wish weren't hard to find that could help you when working with a financial planner? What is role is it that you wish they played in your investment portfolio if any. D...