Careers in Real Estate can provide an extremely high level of opportunity and income potential. Whether your specialty is residential or commercial, you’ll undoubtedly spend much time making deals and ensuring clients are happy. Faced with seasonality and variability of income, investment opportunities, unexpected expenses, and the inherent tax complexities that come with being a small business owner, Real Estate Professionals have a lot to consider (without all the spare time) when it comes to their own financial goals.
Our process considers the uniqueness of your current financial situation and your mid- and long-term goals to design a customized plan that ensures future economic success and peace of mind.
Areas of Consideration:
Income/Cash Flow Management
Real Estate/Passive Income Modeling
Investment Portfolio Optimization
Retirement and Goal Setting
Insurance Planning and Analysis
1099 & Real Estate Tax Planning Strategies
Net Worth Optimization
Estate Planning Review
Let us help you prioritize your own Financial Plan so you can get back to doing what you do best and enjoying more of what you love. Schedule your complimentary introductory consultation below.
Adam Coleman
Jack McCaddon