The Professionals You Need on Your Team Before You Buy in Florida

Key Professionals Every Homebuyer Should Have on Their Team (Especially in Florida)

The episode discusses which professionals a potential homebuyer should consult beyond a quality mortgage expert, emphasizing the value of financial advisors for complex, retired, or asset-based situations, and noting that CPAs can be helpful but vary in involvement beyond tax returns. It highlights the lender as a central part of the process for both financing and cash-buy considerations, and explains that while many buyers go to a real estate agent first, the numbers should be clarified early with a lender or financial advisor. The conversation also stresses the importance of an insurance agent in Florida and addresses attorneys, explaining that unlike the Northeast, Florida closings often proceed without attorneys, though clients may still choose to involve one.

00:00 Building Your Buyer Team
00:12 Financial Advisors First
00:37 CPAs and Tax Strategy
00:53 Choosing the Right Lender
01:10 Agent and Insurance Needs
01:29 Do You Need an Attorney
01:54 Florida vs Northeast Closings
02:14 Final Takeaways

Evan McDonough of Family Mortgage is not affiliated with or endorsed by Van Leeuwen & Co and LPL Financial.