Matthew G.
Financial Advisor - Wichita
Hi folks,I hope all is well.Does anyone know of a good financial advisor in the Wichita, Kansas area? Perhaps one with strong real estate knowledge, but also one who can advise my wife and I on a variety of other top...
Mike Smith
What is normal reporting from Sponsors (GPs) to LPs?
I invested in two different multi-family syndications last summer. It was my first venture in syndications and multi-family in general. I read through the PPM diligently, crunched numbers on the PPMs, and even have ...
Chinmay J.
Financial Planner - To do or not to do...
So I recently got connected with a very good CPA in NoVA for my 2019 taxes, and she advised me that I need to see a financial planner. So far, I have been investing my money myself into stocks and bonds.
In my situa...
Darrell Jones
Financial Planner
Good afternoon to all my fellow BP members. Should I start searching for a financial planner now or when I start making money in RE investing? Is it worth working with a financial planner? I know there are differen...
Andrew Fallwell
I am a Certified Financial Planner, AMA
Relatively new BP member who is also a fee based CFP. I find concentrated positions held in small businesses/RE to be the best wealth generator a person could have. Feel free to ask me anything about investments, fi...
Jasper Cooper
Tax-advantaged Accounts for Real Estate Professionals
Hello,I work a normal job, and my wife is the real estate professional who helps manage our investment properties. Due to depreciation, we report negative taxable income from our real estate investments, which helps ...
Nick Farrell
I don't trust my Financial Advisor, what should I do?
I've had a roth IRA and a mutual fund thru Northwestern mutual for just under 2 years. I'm 23, I wanted to get started early so I can buy a business with the money some day. I don't trust the guy that is in charge of ...
Tobey Porter
Financial Advisor
Good morning - wondering if anyone has a recommendation for a good financial advisor in the DC to SOMD area; someone who has experience investing and working with investors. My current advisor is very.....we'll say n...
Brian R.
Finanacial planner in Twin Cities Minnesota
I am looking for recommendations of a financial planner in the twin cities of Minnesota that is familiar with real estate investing, as well as other investment types (stocks, bonds, IRA, ETC.) I want to continue inv...
Scott S.
Looking for a Fee Based CFP
We are looking for a fee-based Certified Financial Planner who is familiar with Real Estate Syndication. Does anyone have any recommendations? In case it helps, we live in Florida. Thanks in advance!