Planning for Real Estate Professionals
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Professional Real Estate Corporation (PREC)….Now What?

Are you an established real estate professional who has a PREC, and are not sure how to utilize it to best suit your individual needs? We specialize in Financial Planning for established incorporated real estate professionals.

We are passionate about assisting you in maximizing all the opportunities that a PREC has to offer to help you achieve their financial goals. They may include, PREC investments, PREC pension fund, protecting your ability to earn income, investing in real estate, corporately owned legacy life insurance and other tax-efficient wealth building tools.

If you own or manage a brokerage and would like to book a lunch ‘n learn presentation for your team or are an individual agent looking to book a Discovery Meeting, please contact an advisor for more information.

Invested In Your Journey • Aspire Wealth Group

Align, Design & Achieve with Aspire Wealth Group.