Contact Us
Get in touch with our team to discuss how we can support your financial planning practice
Why Contact Us for Real Estate Services
If you're a Certified Financial Planner looking to enhance your practice with expert real estate services, or if you're a client seeking real estate guidance that complements your financial planning, we're here to help. Our real estate services are specifically designed to support financial planners and their clients, ensuring that every property decision aligns with financial planning goals, tax strategies, and wealth transition objectives.
Whether you need support with empty nester real estate transitions, 55+ community planning, wealth transition strategies, or comprehensive real estate services for your financial planning practice, we provide expert guidance that complements your financial planning recommendations and supports optimal client outcomes.
For Certified Financial Planners
If you're a CFP looking to offer comprehensive real estate services to your clients, we can help. Our partnership program provides expert real estate guidance that seamlessly integrates with your financial planning practice, enhancing your value proposition and improving client outcomes.
Partnership Benefits:
- Expert real estate services for your clients
- Seamless integration with financial planning
- Enhanced value proposition
- Improved client retention
- Comprehensive service offerings
For Financial Planning Clients
If you're working with a financial planner and need expert real estate guidance, we can help. Our services ensure that your real estate decisions support your financial plans, tax strategies, and wealth transition goals, coordinated with your financial planner's recommendations.
Client Benefits:
- Real estate guidance aligned with financial plans
- Coordination with your financial planner
- Expert Las Vegas market knowledge
- Tax-efficient strategies
- Comprehensive property support
Office Information and Contact Details
Our office is conveniently located in Las Vegas, Nevada, serving financial planners and their clients throughout the Las Vegas metropolitan area. We're available to discuss your real estate service needs, explore partnership opportunities, or provide expert guidance on empty nester transitions, 55+ community planning, and wealth transition strategies.
Contact Details
Wealth Transition Planning
123 Main Street
Las Vegas, NV 89101
Phone: (702) 555-1234
Email: DrDuffy@WealthTransitionPlanning.com
We're available to answer your questions about real estate services for financial planners, CFP partnership opportunities, empty nester transitions, 55+ community planning, and wealth transition strategies. Contact us today to learn how we can support your practice or assist with your real estate needs.
Business Hours
Our office hours are designed to accommodate financial planners and their clients, with availability during standard business hours and flexibility for consultations that fit your schedule.
- Monday - Friday:
- 9:00 AM - 5:00 PM
- Saturday:
- Closed
- Sunday:
- Closed
* Extended hours available by appointment for financial planners and their clients. Contact us to schedule consultations outside standard business hours.
Send Us a Message
Use the form below to contact us about real estate services for financial planners, CFP partnership opportunities, empty nester transitions, 55+ community planning, or any questions about how we can support your financial planning practice with expert real estate guidance.
* Required fields. We'll respond to your inquiry within 24-48 hours. For urgent matters related to real estate transactions or financial planning coordination, please call us directly.
What to Expect When You Contact Us
When you contact us about real estate services for financial planners, you can expect a professional, collaborative approach that focuses on understanding your needs and how we can support your financial planning practice or assist with your real estate goals.
Initial Consultation Process
Our initial consultation is designed to understand your specific needs, whether you're a financial planner exploring partnership opportunities or a client seeking real estate guidance. We'll discuss your situation, goals, and how our real estate services can support your objectives.
Consultation Includes:
- Discussion of your real estate service needs
- Review of your financial planning context
- Assessment of how we can support your goals
- Overview of our services and partnership options
- Next steps and recommended approach
Response Time and Communication
We understand that real estate decisions often have timing considerations that impact financial planning strategies. We respond to all inquiries within 24-48 hours and prioritize urgent matters related to active transactions or time-sensitive financial planning coordination.
Communication Methods:
- Email responses within 24-48 hours
- Phone consultations by appointment
- In-person meetings at our Las Vegas office
- Virtual consultations for remote clients
- Regular updates on active projects
Find Us: Las Vegas Office Location
Our office is conveniently located in Las Vegas, Nevada, serving financial planners and their clients throughout the Las Vegas metropolitan area. Visit us to discuss real estate services, explore partnership opportunities, or learn more about how we can support your financial planning practice.
Our office is easily accessible from throughout the Las Vegas area, with convenient parking and meeting facilities designed to accommodate financial planners and their clients. We welcome in-person consultations and are happy to discuss how our real estate services can support your practice.
Service Area: Las Vegas Metropolitan Region
We serve financial planners and their clients throughout the Las Vegas metropolitan area, providing expert real estate services including empty nester transitions, 55+ community planning, and wealth transition strategies across the region.
Primary Service Areas
- Las Vegas, Nevada
- Henderson, Nevada
- Summerlin, Nevada
- North Las Vegas, Nevada
Each service area receives specialized attention, with our team maintaining detailed knowledge of local market conditions, property trends, and community characteristics that impact real estate decisions and financial planning outcomes. Whether your clients are in Las Vegas, Henderson, Summerlin, or North Las Vegas, we provide expert real estate guidance that supports their financial goals.
Extended Service Coverage
While our primary focus is the Las Vegas metropolitan area, we also provide real estate services to financial planners and clients in surrounding regions. Contact us to discuss how we can support your practice or assist with real estate needs in your specific area.
Frequently Asked Questions
Should I work with a financial planner before selling my home?
Yes, working with a CERTIFIED Financial Planner before selling your home is highly recommended. A financial planner can help you understand the tax implications, timing considerations, and how the sale impacts your overall financial plan, retirement income, and estate planning goals. This coordination ensures optimal financial outcomes.
What's the difference between a financial advisor and real estate agent?
A financial advisor (especially a CERTIFIED Financial Planner or fiduciary advisor) focuses on your comprehensive financial picture, including how real estate decisions impact your financial plans, tax strategies, and wealth transition goals. A real estate agent specializes in property transactions, market analysis, and property sales. Working with both ensures that real estate decisions align with your financial objectives.
How do fiduciary advisors approach real estate decisions?
Fiduciary financial advisors in Las Vegas approach real estate decisions by prioritizing your best interests, analyzing how property choices impact your financial plans, tax situations, and wealth transition objectives. They ensure real estate recommendations align with your comprehensive financial goals and support long-term financial success, rather than focusing solely on property transactions.
What should I look for in a financial planner Las Vegas?
When looking for a financial planner in Las Vegas, seek a CERTIFIED Financial Planner (CFP®) who is a fiduciary, has expertise in real estate planning, understands the Las Vegas market, and can coordinate real estate decisions with your financial plans. Look for advisors who specialize in empty nester transitions, 55+ community planning, and wealth transition strategies.
Do financial advisors in Las Vegas help with real estate planning?
Yes, many financial advisors in Las Vegas, especially those specializing in wealth transition planning, help with real estate planning. They coordinate property decisions with financial plans, analyze tax implications, assess market timing, and ensure real estate choices support retirement planning, estate planning, and wealth transfer goals.
Ready to Get Started?
Whether you're a CERTIFIED Financial Planner exploring real estate service partnerships or a client seeking expert real estate guidance that complements your financial planning, we're here to help. Contact us today to schedule a free consultation and learn how our real estate services can support your practice or assist with your property goals.
Before You Contact
Learn more about our real estate services, partnership opportunities, and how we can support your financial planning practice: