Chris Jordan’s Post

Having a network of COIs sets you apart from advisors that don't because: 1) It demonstrates your commitment to providing high-quality, comprehensive services to your clients. 2) It demonstrates your ability to work well within a team of experts. Here's a simple way to get started. 👇 https://lnkd.in/emQe5NXk #coireferrals #cpareferrals #centersofinfluence #financialadvisors #financialadvisory

Financial advisors, Summer is an ideal time to connect with COIs. Here's what one CPA had to say about scheduling summer meetings: "By summer, CPAs have had the opportunity to review their client lists, identifying which clients to let go and which to prioritize. This creates an ideal opportunity for financial advisors and CPAs to collaborate effectively. As a result, CPAs are more open to meetings with financial advisors." Wondering what to ask in a COI Meeting? Get our free download here👇: https://lnkd.in/eNfgR7HS #coireferrals #cpareferrals #centersofinfluence #financialadvisors #financialadvisory

Financial advisors, Summer is an ideal time to connect with COIs. Here's what one CPA had to say about scheduling summer meetings: "By summer, CPAs have had the opportunity to review their client lists, identifying which clients to let go and which to prioritize. This creates an ideal opportunity for financial advisors and CPAs to collaborate effectively. As a result, CPAs are more open to meetings with financial advisors." Wondering what to ask in a COI Meeting? Get our free download here👇: https://lnkd.in/eNfgR7HS #coireferrals #cpareferrals #centersofinfluence #financialadvisors #financialadvisory

Unlock the Full Potential of Your Estate Planning with Expert Valuation Services https://lnkd.in/eJQXYAFm Planning for the future is essential, and having a comprehensive estate plan is key to ensuring your loved ones are protected. Our specialized valuation services provide accurate and detailed assessments to help you make informed decisions about your estate. Why Choose Our Valuation Services? Expert Analysis: Leverage our in-depth knowledge and experience to get precise valuations. Comprehensive Reports: Receive detailed documentation tailored to your specific needs. Peace of Mind: Ensure your estate plan reflects the true value of your assets. Don’t leave your legacy to chance. Let us help you navigate the complexities of estate planning with confidence. 👉 Learn More About Our Services 😎 https://lnkd.in/eJQXYAFm

Structuring each apartment property under separate LLCs is a strategic move with key benefits: Liability Protection 🛡️ Shields other properties from legal issues or claims involving one property. Financial Security 💰 Simplifies bookkeeping and ensures financial problems in one LLC don’t affect others. Tax Advantages 📈 Allows for optimized tax planning and precise tracking of deductible expenses. Asset Management 🗂️ Facilitates smoother transactions and can be appealing to buyers. Separate LLCs enhance asset protection, financial clarity, and operational efficiency. It’s a strategic choice for sustainable growth and security in real estate. #RealEstate #PropertyManagement #LLC #InvestmentStrategy #FinancialPlanning #LiabilityProtection #AssetManagement

Unlock the Full Potential of Your Estate Planning with Expert Valuation Services https://lnkd.in/eVHXHu2J Planning for the future is essential, and having a comprehensive estate plan is key to ensuring your loved ones are protected. Our specialized valuation services provide accurate and detailed assessments to help you make informed decisions about your estate. Why Choose Our Valuation Services? Expert Analysis: Leverage our in-depth knowledge and experience to get precise valuations. Comprehensive Reports: Receive detailed documentation tailored to your specific needs. Peace of Mind: Ensure your estate plan reflects the true value of your assets. Don’t leave your legacy to chance. Let us help you navigate the complexities of estate planning with confidence. 👉 Learn More About Our Services 😎 https://lnkd.in/eVHXHu2J

In estate planning, flexibility is key. A power of appointment allows you to adjust how your trust assets are distributed, even after your passing. Whether through a general or limited power of appointment, this tool offers: ✔️ Flexibility to adapt to changing circumstances ✔️ Control over asset distribution ✔️ Potential tax planning benefits Carefully choosing a powerholder and setting clear guidelines is essential. Our experienced estate planning attorneys at Naimish & Lewis can help you craft a tailored trust that aligns with your goals. https://lnkd.in/gsrSKqnn #EstatePlanning #Trusts #WealthManagement #TaxPlanning #PowersOfAppointment

Have you signed up to receive our investor newsletter? Last month, we covered: 💥 How To Sell A Tenant-Occupied Property 💥 How to Establish Reasonable Charges For Tenant Damages If you are interested in joining the list, comment below! The April newsletter goes out today and covers topics specifically of interest to landlords and investors. 💰 Join us for our April edition! #AustinRealEstate #AustinInvestors

Join us for a webinar on Wednesday, May 22 at Noon Central, to learn the essentials of estate planning. Wondering about the difference between a will and a trust? Curious about how to protect yourself with healthcare directives and powers of attorney? We've got you covered! Topics Include: *Wills vs. Trusts *Healthcare Directives and Powers of Attorney *Understanding Taxes and the Minnesota Estate Tax This is the first session of our two-part series on estate planning, designed to help you stop procrastinating and start planning. Protect yourself and your family—register today and ensure your wishes are carried out. https://buff.ly/4duOIh1 #EstatePlanning #Webinar

Make sure you register for our May Hot Topic webinar featuring Jon T. Meyer, CFP® of BGM’s Wealth Management Group and Chad Halbur of Cornerstone Private Asset Trust Company. You don’t want to miss this presentation that will discuss important estate planning topics!