Scooter Williams
Asset Protection for $5MM + In equity
BP! I am a buy and hold investor that has only focused on growth for the past 7 years. Our defense strategy is pretty minimal besides insurance. I have about 40+ multifamily properties all buy and hold properties with...
Javier K Perea
Should new investors have a financial advisor?
Hello,As a soon to be first time landlord, I am curious as I look to build my rental portfolio, would it be helpful to have a finacial advisor on my team to help have a well thought out on paper overall goal. I feel a...
William D.
Pay Down Mortgage to Remove PMI and Pay Down Loan?
BP! I purchased a 1bed 1 bath condo in NYC for 260k with a 15k sellers concession for the down payment. 275k in total. I put 10% down 27kI did a full renovation for about 28k. I closed this past February and live in t...
John Bilar
Know Clint Coons at Anderson? Seems like an experienced Good Guy
Anyone have experience with the Anderson Advisors team and Clint Coons?He seems like an experienced guy with great enthusiasm for the Real Estate and Asset Protection practice.If you can share any direct experience wi...
Marissa Liesenfelt
Investment finance advisor needed
Hi all! Wondering if anyone has recommendations for a good REI financial advisor or an investor-friendly lender. Basically, what I'm trying to achieve is a look at our finances against our future plans (BRRRR & fl...
Art Bustillos
What type of advisers do you use/recommend?
Who do you typically reach out to for financial advice for REI? Are there financial advisers that can assist in weighing the costs and benefits of cashing out 401k, stocks, IRAs, etc for REI? Or do you go straight t...
Zambricki Li
seeking referral for tax strategist
Hey BP. Searching for a good tax advisor/strategist who can assist with CA and NV properties. I'm looking for someone with a strong tax education and many years of experience. I really value a tax professional who dem...
Adrian Smude
Asset protection adviser
I came across a company close to me that for a flat fee of $2,500 they advise for income tax, estate and gift tax planning, document preparation for pour-over wills, revocable living trust, durable power of attorney,...
Sarah R Pullen
Real Estate Financial Advisor?
My husband and I are trying to form our goals for real estate investing over the next several years but are feeling like we need advice on what options our best based on our unique situation and objectives. I’ve tried...
Kevin McGuire
Do financial advisors just not get RI?
Hi BP community,It’s taken awhile to get my financial planner to understand what I’m doing with Real Estate Investing. I interviewed a new one from a well regarded independent boutique firm and again he didn’t quite g...