If you have a financial advisor, you’re already ahead of the curve. Having someone in your corner to help you plan for retirement, manage your portfolio, and think through big financial decisions is a big advantage, and we’d never suggest otherwise.
That said, it’s worth sitting down with your advisor to talk through real estate investing. Not all financial advisors are well-versed, and if yours has limited experience with investment properties in particular, you could walk away with the wrong idea.
That’s no knock on advisors; it’s just the reality of a specialized field. Keep these things in mind as you talk to or select your financial advisor:






