Collaborating with CPAs, Attorneys, and Financial Advisors

Strategic Focus: Your financial ecosystem is interconnected. See why a Certified Real Estate Planner

collaborates with your broader advisory team for optimal results.

When making major moves with your property, looking at the real estate market in a vacuum is a mistake.

Your real estate decisions directly impact your taxes, your investment portfolio, and your estate planning. No

single professional should operate in a silo.

We specialize in cross-professional collaboration. We work hand-in-hand with your Financial Planners, Trust &

Estate Attorneys, and Tax Advisors. This coordinated approach ensures that every real estate strategy we

deploy utilizes the best tools to minimize your tax liability, fulfill your estate requirements, and perfectly align

with your overall family needs.

Ruth Johaningsmeir

Certified Senior Real Estate Planner

NMLS #2176345