Financial Planning for Top Producing Realtors
Are you a top producing real estate agent that wants to create more than just a great income? Do you want to build generational wealth, master the cash flow from your commission income, and enjoy the lifestyle you want with financial independence? You are in the right place!
We understand the challenges and the potential that come along with selling big listings as a top producer. You want to spend your time selling properties, and often lack time to efficiently optimize your financial plan. Many top producing real estate agents have not created a plan for their cash flow and end up spending too much. And although you make a lot of money, you feel like you should have more wealth to show for it and still feel stressed about taxes and the future.
We have developed and refined a process for top producing real estate agents that will help you optimize your cash flow, pay less in taxes, and scale your net worth. We are on a mission to help you be as successful with your finances as you are at selling listings. Let us help you optimize your finances, so you have more time to sell listings and grow your business.
How We Help Realtors
1. Commission Income Management
Selling big listings comes with big cash flow fluctuations. Managing your commission income like a top 1% agent will scale your business and ensure success. We team up with you to create a cash flow plan so you can automate your finances and not stress about real estate market cycles.
2. Tax Savings Strategies
Being a top producer often comes with paying more in taxes. We have strategies that can potentially save thousands of dollars and help you keep more of the money you make. Our process also involves helping you set aside cash regularly so you don’t have to stress about taxes.
3. Building Wealth
We want to help you build a net worth that lives up to your income. We have hands-on investment strategies designed to help you build wealth for your future, retirement, or a rainy day.
4. Retirement Planning
Planning for retirement looks differently for real estate agents than working a 9-5 job. Whether you want to retire early, have tax free passive income, or work optionally as long as you can because you enjoy real estate, we have strategies that piece together your unique financial goals.
What Does Success Look Like to You?
Being successful in real estate is more than just selling the most homes. It is making it through the great years and the bad. It is having passive income to supplement your real estate commissions when business slows down. Success is enjoying your work as a realtor so much that you do not plan on retiring at a specific age. You want to continue working as long as you can.
A Work Optional Lifestyle
At Wurz Financial Services, we call that a work optional lifestyle. We have met with hundreds of real estate agents and built a process to help you be successful and achieve a work optional lifestyle. We understand that your business is different every month. You might sell ten homes this month and two the next. This makes it difficult to plan for the future. We also understand that realtor retirement is different—you may not plan on fully retiring. You want the financial freedom to work when you want knowing that even if don’t sell any homes, you will be just fine. That is what we call work optional.
Schedule Your Free Consultation Today!
We can help you achieve success by:
- Helping you build a plan to become work optional
- Accelerating the growth of your investment portfolio as a potential passive income source
- Helping you build reserves for when the business slows down
- Finding ways to minimize your taxes so you can save and invest more
Ready to get started? Or just want to learn more? Schedule a Q&A meeting with Travis by clicking the button below.