Financial Planning
for Top Producing
Real Estate Professionals
Optimize Your Finances: Exclusive Financial Planning Newsletter for Real Estate Agents
Get organized. Make a plan. Enjoy your life.
As a top-producing real estate agent, your wealth is closely tied to the success of the real estate market. This can lead to significant personal income, but it can also leave you vulnerable to the market's highs and lows. You may lack the time to effectively manage your commission-based income and create a net worth that lessens your reliance on real estate. That's where we come in. We provide exclusive personal finance planning for real estate agents.
Personal Finance for Real Estate Agents
Achieve Your Financial Goals
Your financial plan is the intersection of your financial data and your personal goals.
We show you where you stand today, identify opportunities, and recommend changes to keep you on track to succeed.
Manage Your Commission Income
Our high-touch service meets you where you are and implements a structured process to manage your variable commission income.
You meet with a CFP® quarterly to optimize your customized commission income management plan.
Minimize Your Tax Bill
We understand the unique tax issues Top Producers face. We provide ongoing tax planning, so you don’t overpay your tax bill.
We review your tax return annually, looking at future years for opportunities, and implementing updates as the tax code changes over time.
Schedule a No Obligation Complimentary Insight Meeting Today
AS FEATURED IN
Industry leading technology
Our innovative financial planning software allows us to collaborate on a multitude of financial planning topics, employ scenario modeling and analysis, securely share your personal documents, and link all your personal financial accounts to one central hub. Whether you are on the app or logged in on your computer, you have access to your full financial picture.
Full-Service Financial Planning
While you have likely set business goals for the short, intermediate, and long term, our process applies the same goal-driven mindset you thrive on for your business to your personal finances.
Sometimes the hardest part of financial planning is just knowing where to start. We organize your financial life to help provide you a clear path to achieving financial success.
Our retirement planning incorporates all areas of your financial picture. Whether it is rental income from properties you have accumulated throughout your career or the impact of claiming Social Security, we look at how each piece of your financial picture fits together.
Being a small business owner, you lack the standard employee benefits that are enjoyed in corporate America. Since we do not sell insurance, we partner with you to identify risks and help you make an informed decision with no conflicts of interest from selling a product.
Investment real estate can be a lucrative income stream when the correct opportunity presents itself. We model how your rental properties integrate into your overall financial plan and help empower you to decide if owning more or fewer investment properties makes sense for you.
While estate planning is typically not the most exciting topic for discussion, we believe it is a vastly important piece to your overall financial plan. We systematically review your estate planning documents to verify they are still in line with your wishes and recommend an attorney for updates when needed.
The value of a Top Producer’s income over the course of their career can be substantial. We incorporate this income stream as an asset to model your net worth’s dependence on real estate. This metric gives you the opportunity to decide how closely to keep your financial success tied to real estate as an asset class.
Customized fee structure for Top Producers
Our unique fee structure allows us to partner with you to help manage your financial future before you have accumulated your retirement nest egg. We partner with you before, through, and into retirement.
Clients for who we manage less than $500,000
$1,500 initial strategy +
$750/quarter financial planning fee + investment fee
Clients for who we manage greater than 500K
$1,500 initial strategy
+ investment fee only
Free Financial Guide for Real Estate Agents
Learn 5 steps to manage variable income and build wealth
Who is Quantum Financial Planning?
Your trusted experts for full-service financial planning
It's one thing to have a written plan identifying the steps to reach your goals. It's quite another to follow through. At Quantum, we believe reaching your goals will require making adjustments as the plan unfolds. That's how and why we've seen success for our clients time and time again.
Serving clients since
1979
Assets Under Management and Advisement*
$498,203,048
Average Client Tenure*
13.07 years
*All stats are as of 9/30/2023
Our Quantum Featured Resources
THE TOP PRODUCING REAL ESTATE PROFESSIONAL CASH MANAGEMENT SYSTEM
A cash management system built specifically for top producing real estate professionals.
FAQs
Have questions about Quantum? Visit our FAQ’s page for more information about the questions that we field most often.
