In Search of Financial Advice
In Search of Financial Advice
I am going to be talking to a financial planner soon. In this post I’ll share the kinds of issues that I’ll be discussing with them. In future posts I’ll share some of my criteria for choosing an advisor and what the interaction was like.
I’d like to get guidance on is the tax consequences of my activities. I have a CPA that does my taxes but he is not very good at working with me on what-if analysis of my different options.
I’m looking at buying rental property outside the state and I’m looking for someone that can help flesh out a spreadsheet I’m working on to analyze deals. I’ll also need advice on the multi-state tax issues.
I want an experienced professional with clients similar to me to take a look at my investments and give me some ideas for other things that I can be doing that will make my money work harder, and perhaps areas were I’m not doing my best.
I am not looking for someone to manage my money or pick investments for me. I enjoy this and am happy to continue doing this myself.
If any of you can recommend a financial planner/advisor in the San Diego area let me know.