Wealth Management for Top Producing Real Estate Professionals

  • Maximize variable cash flow
  • Protect & grow wealth
  • Minimize taxes.

Guiding you to your financial freedom

Are you consumed by the demands of your career?

Are you accumulating cash and assets but wonder if you are making the best use of them?

We know how busy life is for you, and we know that your personal finances often fall to the bottom of the list.  We believe Your time is better spent in your business and with family and friends.  Let us be your financial agent and stop trying to FSBO your financial freedom.  

HOW WE HELP

Manage Variable Income

Market cycles and seasonality produce a variable income challenge. Too much lazy money on hand inhibits growth of your net worth. We create cash management plans that balance the demands of today with your plans for tomorrow.

Protect & Grow Wealth

What does a great life look like to you? Retire at 55? Active producer at 80?
A financial plan isn't created once. Financial planning is a process, and we are your process partners.

Minimize Taxes

Take full advantage of tax management strategies? Solo(401k), SEP-IRA, Back door Roth, 1031 Exchanges and Installment sales. We help make sure you don't pay more than your fair share of taxes

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