A Real Estate Financial Evaluation provides clarity on your current financial picture & creates a game plan to accomplish your future goals. We analyze your income, assets and liabilities to determine your net worth. We create an easy to understand spreadsheet that focuses on the numbers and is tailored to your specific needs. JMREI takes a hands on approach whether you are looking to increase your income, offset tax liabilities, set up future generations or plan for retirement.
LAYOUT EXISTING:
-Income
-Assets
-Liabilities
-Investments
EDUCATE CLIENTS WITH:
-Contributing to Retirement Accounts
-Investing Retirement Funds
-Benefits to a Living Trust
ANALYZE:
-Investments
-Tax Consequences & Advantages
-Future Investment Opportunities
Complete the form below & we will contact you.