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In a 1099-driven world, understanding your retirement options can be a challenge.  Alongside the many opportunities your career provides, real-estate agents and producers face a unique set of obstacles to maintain their financial freedom. Through working with John Santini, we can help you more effectively manage personal and business expenses in a commissioned pay structure.

While limiting the tax burden of self-employment and creating a personalized version of employee benefits, our holistic wealth management plans incorporate investments that complement your current real-estate holdings.

Real Estate Professionals

  • Understanding your retirement options in a 1099 world
  • Managing personal expenses vs business expenses
  • Maximizing employee benefits
  • Limiting the tax burden