How to find a Tax/Investment/Financial advisor?
Jul 4, 2021
9 Comments
In the last few years, I have done all the tax myself through Turbo tax. I have a property management company handling my investment property, but still do the yearly end investment property related tax myself. I also started a little Crypto, and begin to research college 529 plan, mega back door IRA … etc.
I realized these things are getting beyond me as I grow older and if I want to do better management about my money. I am also thinking about to make a Trust or LLC for my assets, but not sure how to get start.
How/where do I find a trustworthy good financial/tax/investment advisor to help me with all these work? Thanks!
comments
But My experience is that - most of them are mediocre at best . I am sure there are real talented one's who can genuinely help , but its not easy to find . Another challenge is some of the good ones , they charge a high intake fee such as 5k or so , they could be very good , but unfortunately it's a gamble to put in 5k , what if you learn that they are just like every other company , find another one and put another 5k . So if you have a close friend/colleague who benefited and can refer , 5k is really not that much