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106 Things We Do For Clients, No. 52

No. 52 of 106 Things We Do For Clients

Help you understand real estate investments.

With 45 years of real estate experience, we understand even the most complex real estate investments. We are a little different from most financial planners, in that our founder holds two certifications in both residential and commercial real estate. He also holds a certified general appraiser license, the highest level of appraisal licensing. To put it simply, we know real estate inside and out. When you engage us as your financial planner, you also get an experienced real estate consultant who can help you analyze and maximize your real estate portfolio.

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