Services
Investment Planning
Investment planning is all about you and your goals. You invest your money to fulfil your goals, dreams and aspirations for the future. But along with investment, efficient financial planning can also help you stay financially secure and help you reach your financial goals on time.
Real Estate Guidance
The process of closing a real estate deal is notoriously long. What it looks like will vary depending on the type of real estate it is (i.e., residential, commercial or investment propertiesl). Agents play a valuable role in every part of the sales process from beginning to end.
Property Tax Valuation
Property taxes are calculated using the value of the property. This includes both the land and the buildings on it. Typically, tax assessors will value the property every one to five years and charge the owner of record the appropriate rate following the standards set by the taxing authority. Assessors calculate that value using the mill levy—also called the millage tax—and the assessed property value.