Molly Jacobsen
Transfer to LLC for Estate Planning/College Financial Aid
Hello,I've read alot the dos/don'ts of transferring property to an LLC. Most reasons center around liability. I've been running a property management business for nearly 20 years. All monies flow through the busine...
Vamsi Peddinti
Planning to buy 6 units townhomes. Need financial tips.
Hi, this is our first rental property. We formed LLC and trying to apply loan for 70% of value. What is the approximate interest rate for Multifamily Rental Property ? Are there any recommendations for lenders for fas...
Doug Pape
Review of 401k optimizer; web based financial planning tool
Does anyone have experience with the online tool called 401k optimizer. I am trying to build diversification in my financial plan and want to keep my tax advantaged monies in the market as opposed to leveraging into ...
Ward Gavin
Tax and Financial Planning Help in San Diego California
We are looking for several financial services in San Diego, CA. Can anyone make a recommendation on someone could help with maximizing x2 properties, a personal investment portfolio and tax filing and preperation
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...
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...
Phil Reames
A marketing observation
I am a financial planner who is adding real estate investing to my interests. I built my financial planning practice on seminar marketing which uses direct mail to fill the seats. As I have been reading the differen...
Michelle Fitzgerald
Any Financial Advisors in Denver Available to Speak to Non-Profit
Hi all, I thought this might be a good group to offer up recommendations for a general financial planner. I'm active within a women's volunteer organization, the Junior League of Denver, and am looking for someone to...
Pamela Winslow
how do you turn property analysis into financial mgmt plan
Hello BP world! I am a new investor looking for my first property. For all of the great advice I have read on this site, I have not found anything that explains the best way to manage a property's financials? Shoul...
Krystan Keyes
Re: Good Estate/Financial Planning Attorney | Los Angeles CA Area
Hi Guys! Does anyone have a great recommendation for a Financial Planning Attorney in the Los Angeles area, who can assist us with drafting a Land Trust + LLC Series?And does anyone know what a fair/expected fee would...