Roadmap Financial

 

If you’ve been thinking about selling your home,

commercial property or farm this year, you’ll need to know…

What to do first so you can be sure the decision is right for you!

3 important steps should take place before you list your property:

Those steps will help you get your financial questions answered before you discuss your real estate questions.

Selling property can be very stressful these days…especially if you want to move to a condo, senior living facility or an apartment

… or if you are considering an alternative investment to your commercial property.

Asking the right questions through a simple financial review process will help you get the right answers before you sell which can make all the difference.

Questions like:

  • How Will I Be Able To Afford My Next Lifestyle Choice? (A simple formula will assure your decision is right!)
  • How can I be sure I’ll have enough money? Is it possible I could have even more money to live on if I make a move? (2 simple questions may dramatically improve your income stream.)
  • Is your concern about risk in your other investments delaying you from listing your home? (Learn how to identify hidden investment risk.)
  • Is your concern about income tax issues delaying your decision to list your home for sale? (A simple tax review will show you what questions to ask your accountant.)

Or if you own Commercial Property…

  • Are there strategies to lower or eliminate my capital gains tax when I sell?
  • Are there investment alternatives that can offer me a similar rate of return as my rental property without high risk?
  • These questions, and others you may have, will help you get your financial house in order first.

Get Peace of Mind and Knowledge That You’re Doing What’s Right for You!

 

Sell on your terms, without pressure from others.

A complimentary consultation can help you make one of the biggest decisions in your life with confidence, knowledge and security!

Attend A Course or Workshop

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This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade, Jefferson National Life Insurance Company.

Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

 © 2017 Roadmap Financial Consulting, LLC. All Rights Reserved. 

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