Real Estate Services for Financial Planners
First, we listen. Then we help you develop realistic real estate strategies that complement your financial planning, whether that's supporting empty nester transitions, facilitating 55+ community moves, or planning wealth transition real estate strategies for your clients.
Our real estate services are specifically designed to support Certified Financial Planners and their clients, ensuring that every property decision aligns with financial planning goals, tax strategies, and wealth transition objectives. Our process will help you and your clients feel ready, confident, and financially prepared to pursue real estate goals that support comprehensive financial success.
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Get a comprehensive assessment of your wealth transition planning needs and discover opportunities to optimize your estate planning, retirement strategy, and wealth transfer goals.
Real Estate Services That Support Financial Planning
Our real estate services are specifically designed to complement financial planning practices. We understand that real estate decisions significantly impact your clients' financial plans, tax situations, and wealth transition strategies. Every service we offer is structured to align with financial planning objectives and support your clients' comprehensive financial success.
Empty Nester Real Estate Services
Help your clients navigate the transition from family homes to more suitable properties. We specialize in empty nester real estate in Las Vegas, understanding the financial implications, tax considerations, and lifestyle factors that impact your clients' decisions.
Key Services:
- Market timing analysis for optimal sale prices
- Downsizing property recommendations
- Tax-efficient real estate transition strategies
- Coordination with estate planning goals
55+ Community Planning
Las Vegas offers exceptional 55+ active adult communities, and we help your clients find the perfect fit for their retirement lifestyle and financial situation. We understand the unique considerations of 55+ community living and how it impacts your clients' financial plans.
Key Services:
- 55+ community market analysis in Las Vegas
- Financial impact assessment for retirement planning
- Community amenities and lifestyle evaluation
- Integration with retirement income strategies
Wealth Transition Real Estate
Real estate is often the largest asset in your clients' portfolios, and strategic real estate decisions are essential for successful wealth transitions. We work with you to ensure your clients' real estate decisions support their estate planning, tax strategies, and wealth transfer goals.
Key Services:
- Real estate portfolio analysis for wealth transfer
- Estate planning integration
- Tax-efficient property transition strategies
- Multi-generational property planning
Choose Your Service Level
All our real estate services are available at affordable, transparent fees that fit your practice needs and client situations. Whether you need comprehensive ongoing support or project-based assistance, we have a service level that works for your financial planning practice.
COMPREHENSIVE
COMPREHENSIVE wealth transition planning to elevate your financial life with ongoing, comprehensive financial planning and investment management – our core solution.
Best for: People who have mastered the financial basics and are looking to build on their financial foundation.
Why Choose COMPREHENSIVE?
- ✓Comprehensive financial planning that looks at all aspects of your financial life
- ✓Custom investment strategy that includes your real estate, retirement, and other investments
- ✓We'll design an investment policy statement that acts like a constitution for all your investments
What to Expect
- •Initial comprehensive financial assessment
- •Custom wealth transition plan
- •Ongoing financial planning support
Fees: Transparent monthly fee based on your assets and planning needs
LAUNCH
LAUNCH your wealth transition journey with financial coaching to get off to an excellent start.
Best for: People just getting started (or restarted) on their wealth transition journey, and who are looking to develop excellent financial habits.
Why Choose LAUNCH?
- ✓Master the basics of wealth transition planning
- ✓Develop powerful financial habits that will last
- ✓Understand your estate planning needs
What to Expect
- •Initial financial assessment
- •Personalized coaching plan
- •Regular coaching sessions
Fees: Affordable monthly coaching fee
AIM
AIM high with a short-term consultation with a CFP® to tackle a specific wealth transition planning project or analysis.
Best for: Individuals looking to answer a specific financial question within a short time frame.
Why Choose AIM?
- ✓Short-term engagement for project-based financial planning
- ✓We'll run all the important numbers
- ✓Help you work through your choices
What to Expect
- •Initial consultation to understand your project
- •Comprehensive analysis of your specific situation
- •Detailed recommendations and action plan
Fees: Project-based fee - transparent pricing for your specific needs
LIVE
CRUSH YOUR WEALTH TRANSITION GOALS with live workshops and coaching groups.
Best for: People who like hands-on learning and the motivation of a group.
Why Choose LIVE?
- ✓Empower yourself with practical, hands-on group learning
- ✓Coaching on essential wealth transition topics
- ✓Get inspired by peers with similar goals
What to Expect
- •Interactive learning sessions
- •Group coaching and peer support
- •Practical tools and resources
Fees: Workshop and group pricing available - contact for details
LEARN
LEARN at your own pace with DIY educational resources.
Best for: Anyone interested in wealth transition planning and estate planning.
Why Choose LEARN?
- ✓Gain new skills and boost your confidence
- ✓Learn at your own pace
- ✓Access comprehensive educational resources
What to Expect
- •Access to blog articles and resources
- •Free workshops and webinars
- •Downloadable guides and checklists
Fees: Free and premium resources available
How We Work With Financial Planners
Our real estate services are designed to seamlessly integrate with your financial planning practice. We understand that you need real estate partners who can provide specialized expertise while maintaining alignment with your financial planning strategies and client relationships.
Learn More About How We Work →Las Vegas Real Estate Market Expertise
Our team specializes in the Las Vegas real estate market, with deep expertise in empty nester transitions, 55+ communities, and wealth transition properties. We understand the unique characteristics of the Las Vegas market, including neighborhood trends, property values, and market timing factors.
Explore Our Market Expertise →Our Financial Planning Philosophy For Wealth Transition
We believe in comprehensive, personalized wealth transition planning that integrates all aspects of your financial life to help you achieve your legacy goals.
Fee-Only Fiduciary
As Fee-Only financial planners, we work for you. Our fiduciary obligation is to work solely in your best interests with no commissions or sales pitch.
Comprehensive Planning
We'll make sure all the pieces of your financial life fit together - estate planning, retirement, real estate, and wealth transfer strategies.
We Walk Our Talk
We're wealth transition planning experts, financial planners, and estate planning specialists. Because we understand both wealth management and estate planning, we can help you put it all together.
Professional Certifications & Affiliations
CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Professional
Fee-Only Fiduciary
Registered Investment Adviser
Estate Planning Specialist
Advanced Estate Planning Certification
Professional Affiliations
Frequently Asked Questions About Real Estate Services
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.
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.
A CERTIFIED Financial Planner can help with empty nester real estate transitions by analyzing the financial implications of downsizing, coordinating property sales with tax strategies, assessing timing for optimal financial outcomes, and ensuring that downsizing decisions support retirement planning and estate planning goals.
Tax implications of selling your home as an empty nester depend on factors including capital gains exclusions, length of ownership, and how proceeds are used. A fiduciary financial advisor in Las Vegas can help you understand these implications and structure the transaction to minimize taxes while supporting your financial planning goals.
Yes, consulting a CERTIFIED Financial Planner before moving to a 55+ community is essential. They can analyze how community choices impact retirement income, estate planning, tax strategies, and long-term financial security, ensuring that your 55+ community decision supports your comprehensive financial objectives.
55+ communities in Las Vegas impact financial planning through monthly fees, purchase prices, potential resale values, and how they affect retirement income planning. A fiduciary financial advisor can help you assess these impacts and ensure community choices align with your financial plans and retirement goals.
Let's Collaborate
We'll be alongside you – with wisdom, guidance and coaching – so you can realize your financial potential and provide your clients with comprehensive real estate services that complement your financial planning practice.