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real estate financial planner Orange County

real estate financial planner Orange County

The human mind is built for survival during adversities, hence the phrase, ‘survival is for the fittest.' We are constantly looking for ways to protect ourselves from impending danger and never really think outside the box on ways we can better the situation until things are far gone, and we do not have a choice but to find a real solution. This mindset is evident in all areas of our lives, incredibly fast-paced businesses with multiple assets, imminent risk, and a variety of non-familiar threats.

Business owners do themselves a lot of favor when they work with various experts who can help them achieve better than they would work by themselves. Our real estate financial planning services are critical at helping real estate owners with essential elements of building and maintaining an operational business and advanced tools to improve their profit margin and long-term sustenance.

Reasons To Work With Our Real Estate Financial Planner In Orange County

Manage The Risk

Managing the risk in real estate is crucial at identifying multiple ways you can maximize the income and reduce the imminent risk that could crash the business. Risk management is a vital way of adding immunity in a risky real estate business to address the uncertainty in volatile economic and political scenes. Standing Oak Advisors achieves this by choosing proper legal structures, implementing better insurance plans, and analyzing ratios that will help achieve a better goal or your returns while reducing the debt to income ratio. Our real estate investment advisors have a lot of different tools to look at the risk management frame of any business and know that our input will add a shield of protection for fast and consistent growth.

Reduce The Risk On Taxes

You will benefit from better tax advisory services with an expert property management team. We are educated on various state and federal laws on real estate and know how to reduce the tax on depreciating properties, contribute to better retirement plans and stay in investment strategies that will yield the highest returns.

Plan The Sources Of Incomes

Real estate investing and development is generally a safer source of income than most, but it is still vulnerable to shifts in the economic climate. Ideally, you want to enjoy a steady real estate income that maintains the same fixed expenses but flexible earning potential.

Our team can look at all the different sources of income in your real estate project and map out a path for you to maximize your investment and have lower expenses cutting into your profits.

Map Out The Duration Of Holding The Investment Asset

Most of us think that real estate is an asset we should hold for eternity because the chances are that there will always be a wave of clients looking for the property. This notion is far from the truth because real estate can have ups and downs of income depending on different external factors. In addition, it is possible that you can earn a higher income by holding onto the property for a specific duration, after which you can dispose of it off and find better assets with higher ROI.

These are a few strategies that go into financial planning for real estate agents. Reach out to us for more information on your particular project.


​Investment Advisory Services offered through Newport Wealth Advisors, (NWA) a CA Registered Investment Advisor. Securities offered through Centaurus Financial, Inc. a registered broker/dealer and a member FINRA and SIPC. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in CA. Centaurus Financial Inc., Newport Wealth Advisors Inc., and Standing Oak Advisors are not affiliated companies.

real estate financial planner Orange County
Standing Oak Advisors
real estate financial planner Orange County
1440 North Harbor Blvd.
Fullerton CA 92835 US

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