Exclusive @financial services for @properties agents. Choose from the services below
and we will contact you shortly to discuss a financial plan that’s right for you.
As an @properties Agent, you can elect to have a percentage of each commission check automatically deducted and invested into a personal retirement account, professionally managed by @financial advisors. We can also customize a fully comprehensive retirement plan.
As an @properties Agent, you can elect to have a certain percentage deducted from each commission check and put into a personally held brokerage account so that you have funds saved when it’s time to pay for taxes.
@financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses – including retirement planning, college planning, estate planning, business planning, life insurance; annuities; health insurance; property and casualty insurance; long term care insurance; disability insurance; and investment advisory services.
Tad and Sam with @financial are a pleasure to work with. Tad and Sam put together a comprehensive financial plan for my wife and me that is easy to follow and set our goals around. One of our bigger concerns was updating our college savings plan and they offered a great solution for us that we would not have known of otherwise. We met with them many times and never felt pressured or like we were wasting their time. They are super approachable – this was an added advantage in the process for us. They are not just nice guys, but smart and experienced. You know you are in good hands with them after the first meeting. I highly recommend meeting with them!
As a seasoned self employed realtor, I had concerns regarding overall financial planning and what my retirement years might look like … Would I have enough money to enjoy the next chapter of my life? I have to say that @financial was truly a lifesaver. Sam and Tad were able to help me put my finances in order and form a plan to transition out of real estate into retirement at some point. They are attentive, focused on detail and made me feel comfortable throughout the planning process. I would highly recommend their services to all @properties Agents.
What Our Client Ambassadors Are Saying
First, build trust; Second, build wealth. Within moments of meeting the @financial advisors, the element of trust was a given. It came through in their reassuring nature, impressive knowledge and personal attention. Under their fiscal stewardship, we have effortlessly set a good path to future wealth opportunities. Needless to say, this is a benefit that should not be overlooked or delayed. Run, don’t walk to engage their services. We are very glad we did!
For quite some time now, we have been nervous about what our retirement years might look like. Have we saved enough money? Will we have to severely alter our lifestyle? Will we be OK? @financial put our concerns to rest. They have a very methodical process that determines your current level of income and expenses, but also predicts your future earnings and expenses. Thank you!