Updated almost 3 years ago on . Most recent reply
Wealth coach recommendations?
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!
Most Popular Reply
Marcus Auerbach
#2 Starting Out Contributor
Agent
Pro Member
#2 Starting Out Contributor
- Investor and Real Estate Agent
- Milwaukee - Mequon, WI
- 7,220
- Votes |
- 4,993
- Posts
Marcus Auerbach
#2 Starting Out Contributor
Agent
Pro Member
#2 Starting Out Contributor
- Investor and Real Estate Agent
- Milwaukee - Mequon, WI
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.
- Marcus Auerbach
- [email protected]
- 262 671 6868
On Point Realty Group - Keller Williams
61 Reviews
5.0 stars