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For 20 years, I grew wealth through rental properties—my comfort zone. But outside real estate, I felt lost. The equity in my house was substantial, but I didn't know how to effectively leverage it. My CPA filed taxes with standard recommendations, not personalized solutions. When I asked about retirement planning, they'd direct me to financial advisors.
These advisors pushed products: "Buy my mutual fund, you'll be rich." But they weren't seeing my complete financial picture—just focused on selling investments while ignoring my real estate portfolio.
Having a young child made everything more urgent. My grandfather passed away at 68, my father at the same age. At 50, that timeline felt uncomfortably close. I needed to establish proper financial safeguards.
I researched other financial services, but during onboarding they were pushy and fixated on stock investments. Their services lacked the comprehensive approach I needed.
Range's transparent, flat-fee model immediately appealed to me. It was refreshing that they didn't require me to move my assets to work with them. The pricing seemed reasonable for year-round advisor access—much more affordable than paying annual AUM fees.
The experience has been transformative. Now I have someone to ask questions to. When my wife and I discuss matters like HSA limits or tax strategies, instead of saying "I don't know, let's Google it," I can consult Range and receive thoughtful, personalized answers within 24 hours.
What's most valuable is having experts I can trust who are on my side. When I learned about qualifying as a real estate investor for tax purposes from YouTube, I couldn't validate it. With Range, my advisor helped me understand all qualifications and evidence required, warning me about IRS scrutiny and guiding me through proper documentation.
This guidance enabled me to execute Roth IRA conversions I wouldn't have attempted alone—it would have been too risky without expert consultation. Range has also assisted with estate planning, protecting our investments for our son's future.
With Google, you get information that might be from Reddit or AI-generated content requiring validation. With Range, you have experts you can trust to provide the best answers.
Range gives me access to a team of advisors for any tax or investment questions. I finally feel like I'm optimizing my finances instead of leaving opportunities untapped.
The advice has been incredible—every question receives a quick, thoughtful response. After working with Range, I have a much better understanding of our financial situation. It's given me real peace of mind and confidence.
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