If you could bless your family today with generational wealth, would you?
It’s a simple question we ask homeowners, which most answer YES to, but for most homeowners, it seems like a lofty goal that’s often out of reach. The most common roadblocks that prevent the creation of generational wealth are issues like capital gains taxes, weak rental income, high upkeep fees for properties, and family disputes. These problems cause endless concern for homeowners, but there’s good news for these people. Armed with innovative strategies and solutions, Dan and Julie Ihara are ready to help navigate these troubled homeowners to the path towards building wealth and transferring wealth as agents certified through the Real Estate Planner℠ program.
The Real Estate Planner℠ Program:
A real estate agent certified through the Real Estate Planner℠ program has the training to create plans and strategies that minimize taxes, create generational wealth, and facilitate the goals of the family. Through this program, Dan and Julie Ihara have helped families navigate every real estate challenge with compassion and intent to serve: buying, selling, downsizing, moving, 1031 exchanges, DSTs, retirement home transitions, trust sales, and traversing the probate process. One area the Iharas focus on is proper strategizing of real estate investment portfolios since they can become a source of burden that leads to family disputes without planning. Dan and Julie help families avoid these situations by providing insightful options to maximize generational wealth while eliminating and deferring capital gains taxes. This level of guidance is unique to real estate agents who have gone through the Real Estate Planner℠ program.
Dedicated to Service:
The Real Estate Planner℠ program is new, but the idea isn’t. Over the last 17 years, Dan and Julie Ihara have helped over 1,335 clients reach their real estate goals and closed almost one billion dollars of real estate. This experience helped the Iharas develop a questions-based consultation approach that guides real estate owners to self-discover goals they didn’t know were possible. “I know that this isn’t just a job to [the Iharas]; this is their passion and mission in life,” M. Nakashima, a prior client explains. These tactics led to the creation of the Real Estate Planner℠. Seeing their success, Keller Williams Realty International invited the Iharas to launch the KW Real Estate Planner℠ program, where they’re training thousands of realtors across the country on how to build wealth and transfer wealth for their own clients.
Start Building Your Plan Today:
Are you curious about your personal options with real estate? Is the idea of receiving guidance to help you eliminate family disputes, minimize capital gains taxes, and build and transfer generational wealth appealing to you? Schedule your free Real Estate Plan today. Call us at (808)754-2225