All Forum Posts by: Doug Peters
Doug Peters has started 13 posts and replied 62 times.
Post: Looking for Financial Advisor
- Rental Property Investor
- Los Angeles, CA
- Posts 68
- Votes 34
Quote from @Scott Trench:
You want a FEE ONLY financial planner (CFP = Certified Financial Planner). Many financial advisors make their living by selling life insurance policies, or by taking a fee for Assets Under Management (AUM).
As a real estate investor, you almost certainly do not want such an advisor.
XY Planning network (no affiliation with BiggerPockets) is a network of FEE ONLY financial advisors. You can browse there and interview for CFPs who you think know their stuff when it comes to inheritance (a good CFP should also be able to refer you to an estate planning attorney who is another critical team member) and real estate. You may have to interview a few to find someone with the specilializations you want.
https://www.xyplanningnetwork....
I can't emphasize the FEE ONLY piece enough. A CFP who does not charge you by the hour will cost you ten or hundreds of times more in the form of life insurance products you don't need and AUM fees you shouldn't be paying.
Wow! Thank YOU Scott. I appreciate the advice and will check on that. Thanks
Post: Looking for Financial Advisor
- Rental Property Investor
- Los Angeles, CA
- Posts 68
- Votes 34
We are looking for a personal financial advisor. Someone who is familiar with inheritances and IRAs and real estate investing.
Thanks in advance.
Post: West Sacramento - wrought iron fence referral?
- Rental Property Investor
- Los Angeles, CA
- Posts 68
- Votes 34
@Brian Fitzgerald Thank you so much for that info. I was unaware of that. That makes sense. I will contact Sea Horse.
Post: West Sacramento - wrought iron fence referral?
- Rental Property Investor
- Los Angeles, CA
- Posts 68
- Votes 34
@Brian Fitzgerald Thank you. I heard from Superior fencing on Yelp and got a strange response saying that they were underwater in bids, and can't help us. (Interesting).
I will check out Seahorse. Thanks!
Post: West Sacramento - wrought iron fence referral?
- Rental Property Investor
- Los Angeles, CA
- Posts 68
- Votes 34
I am trying to help my elderly Father-in-law with a project on one of his homes in West Sacramento area.
He is wanting to replace an old picket fence with wrought iron. Does anyone recommend a trusted fencing company in that area and are willing to share that info.
Thanks in advance!
Post: Starting to Build a Team in Indy
- Rental Property Investor
- Los Angeles, CA
- Posts 68
- Votes 34
@Alora Glaze I also 2nd that recommendation for Jynell Berkshire
Post: Starting to Build a Team in Indy
- Rental Property Investor
- Los Angeles, CA
- Posts 68
- Votes 34
@Tasheana Hanza and her team at Hanza Realty have been great for our PM and more!
Post: First Post on BP.
- Rental Property Investor
- Los Angeles, CA
- Posts 68
- Votes 34
We have @Tasheana Hanza as our PM there. Give her a call https://www.hanzarealty.com/
Post: OOS investor looking for a team!
- Rental Property Investor
- Los Angeles, CA
- Posts 68
- Votes 34
I use @Tasheana Hanza for my PM and her RE team.
Post: Looking for Indianapolis Realtor, I am OOS
- Rental Property Investor
- Los Angeles, CA
- Posts 68
- Votes 34
Check with @Tasheana Hanza and her team there in Indy.