Premium Real Estate Resources for Financial Planners
Download comprehensive guides, checklists, and templates to support your real estate services and enhance your financial planning practice. These premium resources require email registration to access and provide in-depth guidance on empty nester transitions, 55+ community planning, and wealth transition strategies.
Complete Real Estate Planning Guide for Financial Planners
30+ page comprehensive guide covering empty nester transitions, 55+ community planning, wealth transition real estate strategies, and Las Vegas market insights.
Topics include market analysis, property recommendations, tax strategies, timing considerations, and integration with financial planning goals.
Download Free GuideEmpty Nester Real Estate Checklist for Financial Planners
Comprehensive step-by-step checklist for empty nesters considering downsizing, including financial considerations, timing factors, tax implications, and decision frameworks.
Includes market timing analysis, property valuation considerations, downsizing recommendations, and coordination with financial planning strategies.
Download Checklist55+ Communities Las Vegas Guide for Financial Planners
Comprehensive guide to active adult communities in Las Vegas, including community profiles, financial impact assessments, amenity evaluations, and planning strategies.
Covers community market analysis, financial planning integration, retirement income considerations, and long-term value assessments.
Download GuideWealth Transition Real Estate Workbook
Interactive workbook to help financial planners and their clients organize real estate portfolio analysis, assess wealth transition opportunities, and prepare for strategic real estate planning.
Includes property analysis frameworks, tax strategy templates, estate planning integration tools, and multi-generational planning considerations.
Download WorkbookCFP Partnership Real Estate Services Kit
Comprehensive information kit for certified financial planners interested in partnership opportunities for real estate services.
Includes partnership program details, service descriptions, collaboration frameworks, client education materials, and marketing support resources.
Learn MoreReal Estate Planning Timeline for Financial Planners
Detailed timeline for real estate planning in the context of financial planning, including key milestones, decision points, and action items for each stage.
Covers empty nester transitions, 55+ community planning, wealth transition strategies, and integration with retirement planning, estate planning, and tax strategies.
Download TimelineResource Categories
Empty Nester Real Estate Resources
Comprehensive guides, checklists, and resources for empty nester real estate transitions. These resources help financial planners guide clients through downsizing decisions that support financial goals and retirement planning.
Resources Include:
- Empty nester transition guides
- Downsizing decision frameworks
- Market timing analysis tools
- Tax strategy considerations
- Financial planning integration
55+ Community Planning Resources
Resources for retirement transitions and 55+ community planning strategies. These materials help financial planners assist clients in finding communities that align with retirement goals and financial situations.
Resources Include:
- 55+ community market guides
- Financial impact assessments
- Community evaluation tools
- Retirement planning integration
- Lifestyle and amenity analysis
Wealth Transition Real Estate Resources
Guides for wealth transition real estate planning, estate integration, and multi-generational property strategies. These resources support financial planners in managing clients' real estate assets for optimal wealth transfer outcomes.
Resources Include:
- Real estate portfolio analysis
- Estate planning integration guides
- Tax-efficient strategies
- Multi-generational planning tools
- Wealth transfer optimization
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