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How Do I Build Wealth for My Family and Future Generations?

Build | Protect | Transfer

Real Estate Wealth

Imagine How Simple it Can Be With The Right Plan!

Would you like to take a Proactive Approach?

Start Planning for Life Changes

We Are Changing The Way You Think About Real Estate Through a Real Estate Plan!

Owning Real Estate is considered one of the greatest ways to build generational wealth due to the historical value appreciation, stable passive income, ability to leverage assets through use of a mortgage and the distinct Tax Advantages it allows. With the proper planning, the wealth generated from your Real Estate investments can be passed down to future generations either directly, through use of a 1031 Exchange or with proper plans in place.

Build Wealth, Defer Taxes, Transfer Wealth to Future Generations

Your First Home

The first step in the Building Generational Wealth is to purchase your first home. With the mindset of building generational wealth, your options may be more clear.

Your First Investment Property

Before purchasing your first investment property, you will want to understand how to assess each investment opportunity's risks and rewards.

Measure Performance and Defer Capital Gains Taxes

As you grow your portfolio, it is critical to monitor their performance and if more profitable opportunities exist leveraging a 1031 exchange to Defer Capital Gains Taxes. This will allow you to reinvest more of your investment gains.

When Properties Become a Burden

When maintenance and repairs for your investment portfolio become a burden, you will want to consider investment alternatives that allow you to continue earning passive income, without the demands of physical properties.

Transfer Wealth to Future Generations

Finally having the proper planning in place will enable you to transfer your Real Estate wealth to future generations.

Start a Real Estate Plan

Fortunately, a Real Estate Plan provides the guidance to properly Build your Real Estate Wealth, Protect it from Taxes and Transfer the wealth to future generations.

Wherever You Are In Building Wealth, A Forward Looking Plan Centered Around Your Real Estate Needs Can Help Achieve The Goals Of Your Family.

Would you like to Build, Protect and Transfer Generational Wealth?

Get Started

I Want to Start Building Wealth With My First Home.

Begin Here

How Do I Start My Investment Portfolio?

Build Wealth

How Are My Investments Performing?

Asset Performance Test

How Can I Defer Capital Gains Taxes?

Defer Tax

What Can I Do If My Investments Are A Burden?

The Terrible T's

How I Can Transfer Generational Wealth?

1031 Exchange

Why Trust Strategic Realty Planners?

Do you already know a Real Estate Agent? The answer for most people is Yes. Often there is a family member or close friend who has a real estate license, or even someone you have used in the past.

What we often see is people focusing on the current need to buy or sell their home, and missing out on how the purchase or sale fits into their long-term real estate goals and reacting later in life.

As a Keller Williams (KW) Real Estate planner, our approach to real estate is a bit different. While a Real Estate Agent will focus on the finishing the current transaction a Real Estate Planner helps ensure your current purchase or sale and future decisions you make throughout your lifetime help to achieve your long-term real estate goals.

You will be amazed how a conversation with a KW Certified Real Estate Planner can effect your ability to Build, Protect and Transfer Wealth through real estate.