Financial Planning for Realtors & Self-Employed Professionals
Manage Cashflow | Reduce Taxes | Grow Wealth
Financial Planning Done Differently
We all want to feel a sense of confidence in our life, but too often that is not the case. That is the PeaceLink difference. It’s not about just setting up and managing accounts. It is about crafting a plan that is tailored to YOU, to help you create the life you desire.
What You Can Expect
Fiduciary
We are legally obligated and personally liable to provide you advice that is in your best interest. This should be a no-brainer, but believe it or not, many investment firms are not held to this standard.
Fee-Only
The only compensation we receive is directly from our clients. We don’t get paid commissions based on investment product sales. This means we are able to give you great, unbiased financial advice tailored to what is best for you, not tailored to what pays us more.
CFP® Professional
The CERTIFIED FINANCIAL PLANNER™ designation is formal recognition of expertise and a commitment to the highest standard of integrity and professionalism in the industry.
Who We Serve Best
REALTORS®
Real estate is a field that offers incredible opportunity. No REALTOR® goes into this field because they like working nights and weekends or paying their own taxes. They got into this field with a dream of a lifestyle: more freedom, time, and income. They need help with:
- Structuring their business
- Optimizing their taxes
- Managing their business and personal cash flow
- Getting the most money from their business
- Saving/investing for their future
Ultimately they want to get the life they want from their business.
Self-Employed
Owning your own business is a wonderful adventure of controlling your destiny. But with such a great opportunity comes great complexity as well. Many business owners love what they do, but aren’t trained in business and personal finance. They know they need help with:
- Organizing and optimizing their taxes
- Tracking their income and expenses better,
- Building a “benefits plan” including insurance and retirement vehicles
- Getting as much money from their business, into their personal life as possible
Ultimately they need help managing their business finances to benefit them personally.
