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Updated over 2 years ago on . Most recent reply

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Matt Ridenour
  • Rental Property Investor
  • Michigan
36
Votes |
102
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Wealth coach recommendations?

Matt Ridenour
  • Rental Property Investor
  • Michigan
Posted

HI everyone.  I'm looking for some help finding a wealth coach.  My real estate strategies are paying off well, but the taxes are crazy and I'd like to focus my machine a little, with an eye on legacy wealth.   I am looking for someone who can listen to my ideas and help me refine my approach for optimum financial gain.

Thanks all!

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Marcus Auerbach
#2 Buying & Selling Real Estate Contributor
  • Investor and Real Estate Agent
  • Milwaukee - Mequon, WI
6,968
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4,816
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Marcus Auerbach
#2 Buying & Selling Real Estate Contributor
  • Investor and Real Estate Agent
  • Milwaukee - Mequon, WI
Replied

What you want is a tax advisor, who can help with tax planning and tax strategy. That's a level up from a CPA, but can be the same firm. Good ones are not easy to find, so be prepared to invest some time. It's worth it.

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On Point Realty Group - Keller Williams
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