Working with a real estate advisor
After completing our contact form you will be teamed up with your personal Real Estate Advisor. He or she will work with you to develop a customized strategic action plan for building the real estate investment portfolio needed to reach your long term financial goals.
Similar to a real estate investing knowledge bank, your personal Real Estate Advisor works with you to:
- Understand your current financial and investing position.
- Determine your investing goals, risk tolerance and time horizon, and how real estate investments fit into this picture.
- Create a customized strategic action plan for developing your real estate investment portfolio.
- Take action and re-visit this action plan over time since your circumstances and goals may change.
Our Real Estate Advisors are active real estate investors themselves and this direct, hands-on experience allows you to invest with confidence. They’re industry professionals that take a holistic approach to your investing success that could include recommending that you consult professional advice from accountants, financial planners or estate planners.
Please use our contact form to request an advisor and one of our licensed advisors will contact you shortly to arrange a meeting to discuss how we can help you reach your real estate investing goals.
I started as a client investing through a similar program and after several years I had the opportunity to join the team to promote the benefits of buying well-selected real estate. For long term investing, buying real estate is a great way to diversify your retirement portfolio. I enjoy working with people and educating them on the value of real estate and our full service program.
Real Estate Advisor