All Forum Posts by: Logan Bryant

Financial broker, planner, or advisor? I'd say for many people there is a place for each function, just as there is a place for a bookkeeper, tax planner, and CPA.

My experience is that most financial advisors and planners don't know (or have experience) much with/about real estate. I've not met (interviewed) any (sample set approximately 10) who own a portfolio of SFR or own solar farms and claim/file ITC forms (3800 and 3468). That doesn't mean they don't bring something to the table elsewhere. To answer your question, if you can find the right fit, then certainly it is worth the time. Getting the right person/firm to fit for your particular goals... that's the challenge.

Right and see that’s what I’m unsure about because most of the ones I’ve talked to are only in it for the sales or insurance sales, or don’t do real estate investing or any type of investing theirselves

1 Vote

Jackson, Mississippi

Just curious about other opinions on financial brokers. I already know some about what I need to do and how to accomplish it, however I also know that there are others who know much more than myself. In your experience, or other’s experience, is it worth the time or not?

1 Vote

Jackson, Mississippi

Looking to find out of any meetups near the Mississippi/Alabama areas.

1 Vote

Jackson, Mississippi

All Forum Posts by: Logan Bryant

Logan Bryant has started 2 posts and replied 3 times.

Post: Is getting a financial advisor worth it.

Post: Is getting a financial advisor worth it.

Post: New Investor in the Mississippi area