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Results (10000)
Michaele Arneson What type of Financial Planning do you use?
9 March 2019 | 7 replies

Besides a really good CPA with real estate investing knowledge, what type of Financial Planning do you use?  We like to keep a certain amount of investments outside of real estate, but are having difficulty determinin...

Justin Wright CPAs and Financial Advisors
6 July 2020 | 11 replies

I’m an active duty military investor just starting out. We just purchased a SFH at our next duty station that we intend to live in then rent. I’ve got big plans and strategies for the future and my journey to financ...

Javier K Perea Should new investors have a financial advisor?
21 April 2020 | 5 replies

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...

Deshawn Peterson How can financial advisors help REIs?
4 August 2021 | 9 replies

Hey all, I am a financial advisor and also starting out in RE. I want to instead of going to RE alone, I want to leverage my resources, network, and skillsets to help others build their businesses. I'd like to partner...

Sarah R Pullen Real Estate Financial Advisor?
24 September 2024 | 13 replies

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...

Anthony Uva Financial Planner
7 August 2021 | 14 replies

Has anyone used a Financial Planner familiar with real estate investing to help map out short term and long term strategies? Any comments or suggestions based upon your experience? 

Hal Elarbee Private funding
30 April 2013 | 17 replies

my sister inherited a lot of money and has it in a investments through a financial planner.
Is there anyway that she can remove a large portion of her Investment money out of that vehicle and make it available to me t...

Dominic Bailey Are IUL insurance plans a scam?
28 November 2022 | 29 replies

I recently signed up for iul. However now I'm hearing stories that they may be a scam or some type of pyramid scheme. Does anyone have any experience with them

Heidi Hughes Retirement / Financial Adviser Recommendation
23 February 2017 | 6 replies

Hi BP Community,We are looking for recommendations for a real estate friendly financial adviser.   We could use some help looking at our total financial picture and goals as we approach retirement.  We have a strategy...