Services For Commercial Real Estate Executives

Establish An Actionable, Strategic Financial Solution

Questions

What Financial Concerns Are You Facing?

Is my financial plan as organized as it could be?
I never thought of myself as a business owner. How do I manage those financial challenges while trying to focus on my career?
How do I know how much taxable income to take versus what to distribute? Should I invest through my business or through a personal account?
Is my plan too cookie-cutter? Does it guide me toward achieving the goals I have?

We Know How To Help

Find The Solutions You’re Looking For

A key benefit of the commercial real estate world is that you are a business owner, which opens a world of opportunity for the structure, taxation, and overall creativity of your financial plan.
As your financial planner and investment manager, we’re here to create simplicity out of the complexity in your financial life.
We will implement strategies that look beyond traditional financial planning and investment management to help you create a personalized plan that will provide purpose and meaning to your life as well as the lives of generations to come.
We’ll develop cash flow plans and define commitments to investments, insurance, taxes, and income to help ensure stability year over year as your revenue fluctuates.
We strategize, develop, and implement various pre-tax and post-tax retirement plans to maximize efficiency so you have well-deserved financial freedom in your 50s.
If your compensation includes restricted stock units or other equity compensation, we analyze and help determine the ideal time to liquidate or convert those assets.
We’ll develop a detailed investment plan to maximize growth, reduce volatility, and truly diversify your portfolio from an investment and tax perspective.
Serving as your financial quarterback, we coordinate with our insurance and estate partners and your tax advisor, insurance advisor, and estate planning attorney to develop a comprehensive plan and help you stay focused on your growing career.

Our Approach

Investment Management

Strategic and Diversified Portfolio

Your portfolio will be built based on your values and goals to help maximize growth while keeping investment fees and tax efficiencies in mind.

Personalized Risk Levels

Everyone has different risk tolerances. We help educate our clients about when it is okay to take risks and when it should be dialed back. Diversification is important in your investments, but you also need to take into consideration how and when your investments are taxed.

Diversified Strategies

It is important to keep your ETF and mutual fund costs to a minimum, as well as look for alternative investment opportunities such as real estate, private funds, and venture capital, that don’t correlate exactly with what the stock market is doing.

What We Help With

Financial Planning

Income and Cash Flow Planning

The cornerstone of any financial plan is your income and cash flow. Developing a plan that not only manages what you have coming in, but also how that income is structured will help you save on taxes as well as make funds available for endeavors that bring you joy.

Investments

You know a diversified portfolio is important, but how you diversify your portfolio is what matters most. Integrating investments such as private real estate, private credit, venture capital funds, and other cash-producing ventures are ways you can stabilize an all-stock portfolio for long-term growth and lower volatility.

Tax Planning

Taxes come in many forms and can eat up your income over the long-haul if you’re not aware of where they’re coming from. Because you own a business, you should look at how your income is structured and how you’re maximizing the ability to defer income. We take pride in our awareness of the ever-changing tax code and how our client’s investments are taxed.

Retirement Planning

When people think of financial planning, the first thing that often comes to mind is retirement. Much like the tax landscape, the retirement one is constantly changing too. Having diversified buckets of taxable, tax-deferred, and Roth assets is key to having a sustainable nest egg, giving you confidence in and flexibility for your retirement. This is especially important as you may look to start to draw on some of your portfolio in your 50’s.

Estate Planning

We will review your wills, trusts, and other estate documents to ensure they fit with your values and goals. If needed, we will connect you with an estate planning attorney to draft the necessary documents that ensure a smooth, tax-efficient transition of your assets to your heirs. It is also critical to understand how your business entity will transition to your heirs if something were to happen to you.

Insurance Planning

We do a deep-dive review of all employee benefits, life insurance, disability insurance, and long-term care, as well as your home, auto, and umbrella policies to make certain you are protected in the event of a catastrophic or unforeseen circumstance. We work with carefully selected insurance brokers to ensure our clients receive the best options available. As your net worth increases, we can explore solutions to pass your estate on in the most tax-efficient manner.

Establish Your Financial Plan

Schedule a Consultation to Learn More About How We Can Help

Before we dive into the details of your finances and investments, we want to learn more about your situation. Our 20-minute introductory call allows us to get to know each other and answer your preliminary questions.

Schedule a Consultation