Looking for a Financial Planner/investor with experience

[Martha Daisley]

Hello everyone,

I am looking for a financial planner that has experience both in real estate and in the stock market. My husband and I have two investment properties with tons of equity, two  businesses, money saved but very little by way of retirement accts. We are trying to figure out how to maximize our assets to work for us.  Our goal was to keep collecting investment properties and living off the rent income. One of the properties makes us $550 a month in income after mortgage, taxes and insurance. However, we only owe 35k on it and the way the market is right now, we could sell this property for 125k and clear 80k after realtor fees. Would it make sense to keep it and get the rental income or to sell it and put that money into a taxable investment account? I heard if you diversify your index funds well you can make 10 to 20% return per year on your money. That kind of interest return on 80k would be pretty significant.

Can anyone advise on this scenario or recommend a good financial planner?

Thanks!

Martha

[Dave Foster]

@Martha Daisley, @Robert Hetslers just up the road from you.  I've had the privilege of meeting and spending some time with him.  Lots of experience and savvy to offer you.  He gets a vote from me!