Hi! I’m Dave Rowan, CFP®, MBA. My goal is to offer unbiased financial and real estate investing advice.
Hi! I’m Dave Rowan, CFP®, MBA. I am a fee-only financial planner and real estate investor. We help professionals, real estate investors and entrepreneurs grow and protect their wealth. We specialize in helping new or current real estate investors kick start or grow their investment real estate portfolio. And, we love being a part of your team enabling you to pursue your dreams of real estate investing, full time entrepreneurship or financial freedom and create the life you are meant to lead!
I can break the process of real estate investing into step by step instructions for you. I will explain how to assess deals, obtain financing, hire qualified professionals and take advantage of the tax breaks available to real estate investors. Besides on an hourly basis, this service is also available on a subscription basis for $250 per month, plus an initial set up fee.
I help you identify new, innovative strategies to maximize the profitability of your real estate holdings, move to larger 10-20 unit buildings, and with a CPA tackle tax topics such as determining the best business structure, Cost Segregation and Partial Asset Dispositions. Besides on an hourly basis, this service is also available on a subscription basis for $250 per month, plus an initial set up fee.
If keeping your day job while starting up a real estate business is for you, I teach you what can be delegated and what can’t, how to quickly assess deals and how to identify a target niche so you can make the most progress with the least amount of time and effort. Besides on an hourly basis, this service is also available on a subscription basis for $250 per month, plus an initial set up fee.
I teach my clients how real estate can be an excellent portfolio diversifier in a variety of ways including buying your own real estate, investing in real estate-based interval funds, navigating many of the crowdfunding sites or investing in deals as an equity partner. Besides on an hourly basis, this service is also available on a subscription basis for $250 per month, plus an initial set up fee.
I teach my clients how to build high quality affordable housing and how to partner with governments and nonprofits to apply for construction grants and to fill properties with reliable tenants. I’d love to show you how to profitably make a difference in your community. Besides on an hourly basis, this service is also available on a subscription basis for $250 per month, plus an initial set up fee.
Book free introductory call. We can discuss any topic which my qualifications allow me to address.
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