4 Considerations When Creating Financial Plans for Clients Investing in Real Estate


4 Considerations—And How to Leverage Them

Is real estate a good investment for your client?

Whether you're working with a first-time homebuyer or preparing an estate plan for an experienced real estate investor, it's important to consider all factors before making any recommendations.

RightCapital’s latest article, 4 Considerations When Considering Financial Plans for Clients Investing in Real Estate, explores four key factors to think about when advising clients on the best investment strategies to meet their financial goals.

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About RightCapital

RightCapital leverages technology to make wealth planning easier and more powerful for financial professionals and their clients. The results: greater efficiency, stronger client relationships, and significant business growth.

Interactive, easy-to-use technology means less time creating financial plans and more time spent with clients. Clear, engaging visualization tools drive home the impact (and value) of the financial professional’s retirement, insurance, and tax-planning recommendations. And a modular-based platform provides the ultimate in flexibility.

RightCapital is the fastest-growing financial planning software company in the country. Its rapid innovations, class-leading features, and unbeatable value have revolutionized the financial planning experience and delivered the solutions that today’s financial professionals demand. For more information, please visit www.rightcapital.com.