Financial Planning
for Top Producing
Real Estate Professionals
Helping You Build Wealth on a Solid Financial Foundation
Get organized. Make a plan. Enjoy your life.
As a Top Producing Real Estate Professional, your wealth is closely tied to the success of the real estate market. While this can lead to significant personal income, it can also leave you vulnerable to the market’s highs and lows. You lack the time to effectively manage and bring stability to your commission-based income and create a net worth that lessens your reliance on real estate.
Our full-service, independent financial planning firm works with real estate agents who make $150,000 or more in annual gross commission income to gain more control and predictability over their future and financial success.
Our team of financial planners’ partners with Top Producers to set and achieve their personal financial goals. Employing our process for you, we help optimize your use of your variable income and bring balance your net worth while reducing overdependence on real estate.
How We Help
Exclusively provided to top producing real estate professionals
Invest for Your Goals
We work with you to construct an investment portfolio tailored to your personal goals. You receive fiduciary advice on selecting retirement accounts based on your personal finances and business structure. We show you how to diversify your assets to help avoid unnecessary risk and maximize long-term returns.
Track Your Retirement Progress
We help you set your retirement goals based on your desired lifestyle and time horizon. Where you have a gap in your retirement income plan, we advise on how to bridge it. We provide tools so you can track your progress, and we meet with you regularly to help ensure you stay on course.
Minimize Taxes
We understand the unique tax issues Top Producers face and provide ongoing planning so you don’t have to pay more in taxes than necessary. Your planning incorporates long-term strategies to help optimize your retirement finances while minimizing taxes.
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.
AS FEATURED IN
Schedule a No Obligation Complimentary Insight Meeting Today
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
$1,000 initial strategy
+ $250/mo + investment fee
Clients for who we manage between $500K and $1M
$1,000 initial strategy
+ $125/mo + investment fee
Clients for who we manage $1M and more
$1,000 initial strategy
+ $0/mo + investment fee
Case Study
Find out how we helped Nora, a Top Real Estate Producing Professional, overcome her challenges and make her personal finances thrive.
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*
$501,465,768
Average Client Tenure*
12.02 years
*All stats are as of 9/30/2021
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.
