Need help finding a Financial advisor

[Jenniffer Nosenko]

Does anybody have any good recommendations about a financial advisor that specializes in real estate? Is it a good idea to get one for your first investment property? What kind of team should I build ?

[Bill Hampton]

@Jenniffer Nosenko

You could wait until you have your first property or you can start working with a financial advisor before you get a property. 

If you start working with one now, they could put you in a better financial position before you get a property. 

I recommend finding a financial advisor who specializes in real estate taxation and financial planning and tax planning.

You may want to consider working with your advisor remotely to expand your options.

I would also recommend looking for a advisor willing to work with you throughout the year. You want an accountant who can help you strategize and who is responsive when you want to know the consequences of the financial decisions you are making throughout the year.

Make sure your financial advisor is a fiduciary. Many stockbrokers and insurance salesmen are not fiduciaries. 

Good luck.