Tailored Financial Planning
for CRE Executives

Simplify Complexity. Maximize Opportunities.
Build Wealth with Purpose.

QUESTIONS

What’s On Your Mind?

If you’re a successful professional in commercial real estate, chances are your financial life is anything but
simple. Fluctuating income, tax planning challenges, business-ownership responsibilities, and complex
investments can leave you wondering:

  • IsIs my financial plan really as organized and strategic as it could be?
  • I never thought of myself as a business owner—how do I manage those responsibilities while focusing
    on my career?
  • How do I know the right balance between taxable income and business distributions?
  • Should I invest through my business or personally?
  • Is my current plan too cookie-cutter, or does it truly reflect my goals?
  • Am I missing opportunities because I don’t have time to look at the whole picture?
  • How do taxes, cash flow, and investments fit together in a way that actually makes sense for me and my
    family?

WE KNOW HOW TO HELP

How We Help You Move Forward

One of the unique benefits of working in commercial real estate is that you are, in many ways, a business owner. That opens the door to opportunities in how your finances are structured, taxed, and invested—but it can also create complexity.

Here’s what that looks like in practice:
  • We create detailed cash flow plans and outline commitments across investments, insurance, taxes, and income so you can maintain stability—even as revenue fluctuates.
  • We design and implement both pre-tax and post-tax retirement strategies to maximize efficiency and help you move toward financial independence in your 50s.
  • If your compensation includes restricted stock units or other equity, we analyze the timing and structure for liquidation or conversion to fit your broader plan.
  • We develop investment strategies that maximize growth, reduce volatility, and diversify from both an investment and tax perspective, including opportunities in private equity and alternative investments.
  • Acting as your financial quarterback, we coordinate with CPAs, estate attorneys, insurance specialists, and other professionals to ensure every part of your plan works together seamlessly

OUR APPROACH

Strategy Meets Simplicity

Your investment strategy should reflect more than just numbers on a balance sheet. It should align with your goals, values, and the lifestyle you’re building. We design portfolios with intention, focusing on both growth and tax efficiency.

Strategic and Diversified Portfolio

We build portfolios around your personal goals, keeping an eye on growth potential while minimizing investment costs and taxes along the way.

Personalized Risk Levels

Risk isn’t one-size-fits-all. We’ll help you understand when it makes sense to take more risk, when to scale back, and how taxes may impact those decisions.

Diversified Strategies

True diversification goes beyond ETFs and mutual funds. We explore opportunities in real estate, private equity, private credit, and venture capital—investments that don’t always move with the stock market—helping you balance stability and growth.

WHAT WE HELP WITH

Areas Where We Partner With You

flip-box-image

Income and Cash Flow Planning

flip-box-image

Income and Cash Flow Planning

The cornerstone of your financial life is how money flows in and out. We help structure your income so it’s not just managed efficiently but also optimized for taxes while making sure you have funds available for the things that matter most.

flip-box-image

Investments

flip-box-image

Investments

Diversification matters, but how you diversify matters more. Beyond stocks and bonds, we integrate strategies like private real estate, private credit, venture capital, and other cash-producing opportunities to balance long-term growth with stability.

flip-box-image

Tax Planning

flip-box-image

Tax Planning

As a business owner, the way your income is structured can significantly impact what you keep. We help you identify opportunities to defer income, minimize tax drag, and stay ahead of changes in the tax code that affect your investments.

flip-box-image

Retirement Planning

flip-box-image

Retirement Planning

Retirement planning isn’t just about the future—it’s about flexibility now. We build diversified “buckets” of taxable, tax-deferred, and Roth assets so you can confidently draw from your portfolio when the time is right, especially if you plan to slow down in your 50s.

flip-box-image

Estate Planning

flip-box-image

Estate Planning

Your estate plan should reflect your values and protect your family. We review wills, trusts, and business transition strategies, and when needed, connect you with estate attorneys to ensure a smooth, tax-efficient transfer of wealth.

flip-box-image

Insurance Planning

flip-box-image

Insurance Planning

From employee benefits and life insurance to property coverage and long-term care, we review your protections to make sure nothing falls through the cracks. By working with trusted insurance partners, we help safeguard your wealth today and prepare for efficient wealth transfer tomorrow.

SCHEDULE A CONSULTATION

Let’s Start the Conversation

Before we delve into the details of your finances and investments, we want to start with you: your goals, challenges, and what matters most to your family.
Our 20-minute introductory call is a simple way to get to know each other, answer your initial questions, and see if we’re the right fit to help you move forward.

Book Your Intro Call

Latest NEWS

From the Blog

Teen installing new computers in parent's business
Q&A: Smart Ways Business Owners Can Save for Their Children

  Q. I’ve heard there are ways I can use my business to start saving...

READ THE FULL ARTICLE
Professionals shaking hands over financial documents, symbolizing choosing the right financial advisor.
How to Choose the Right Financial Advisor for Your Future

  Not all financial advisors are created equal, and choosing the wrong one can cost...

READ THE FULL ARTICLE
Financial advisor and client discussing alternative investment strategies.
How Alternative Investments Can Strengthen Your Portfolio in Your 30s and 40s

  Q: What role should alternative investments play in the portfolio of a married couple...

READ THE FULL ARTICLE