Do You Have Financial Planner Questions?

Over the years, so many of you have asked me questions that go beyond real estate:  "What should I do with the proceeds from my sale?"  "Does buying an investment property fit into my long-term plan?"  "Should I sell now or wait until I retire?" These are important questions!! And not easy questions.  While I can guide you through the real estate side, I'm not a financial planner.

Soooooo, I'm pleased to introduce!!... Filiep Sackx, MBA, Founder and President of Kensington Securities, LLC in San Jose. For the past couple of years, I've been leaning on Filiep a great deal when it comes to these tough questions, and he's given my people outstanding advice and guidance in the process. 

Filiep's been doing it for a while, over 28 years in the investment industry, with a specialization in retirement planning. Which, as it turns out, is where real estate and financial planning intersect most often. Whether making the most of your equity or deciding how a home sale fits into your retirement timeline, Filiep helps make smart, confident decisions.

What I appreciate most is that he approaches his work the same way I approach mine: relationships first, education, and a genuine commitment to a client's long-term success. Plus, he has great hair! 

Take a look at Kensington Securities, LLC if you have a need. You're also welcome to reach out to Filiep and his team directly at (831) 440- 0714 or kensingtonsecurities.com, or reply here and I'll connect you.

"Full transparency: Filiep and I have referred clients to each other in the past, which has resulted in business for both of us. I'm sharing his name because my experience working with him has been genuinely excellent, but of course I want you to know that nobody out there, and none of my clients, are under any obligation to use Filiep and Kensington. Disclosure, baby! Want to make sure we are all on the up and up!"

Read Also: How Much Do I Need to Make to Buy a House?