The Real Estate Professional, who wants an advisor who understands their unique industry. Planning for Real Estate Professionals We specialize in working with real estate Developers, Investors and Brokers.Alex is the Team Lead for The Real Estate Resource Team, a specialized planning team at Pacific Capital Resource Group, Inc. comprised of experienced financial advisors who focus on solving the financial needs of real estate professionals. They understand the unique challenges that they face from volatile income, heavy impact of taxation, and self-employment structure. Whether you are a commercial broker, residential realtor or real estate developer, we can cater to your financial planning needs.Our mission is to engage real estate professionals & investors in a different type of conversation about creating financial strategies that benefit their unique situations. Cash Flow OptimizationSaving can be cumbersome when income is inconsistent. Cash flow strategies will improve your control over your money to enhance liquidity and build wealth efficiently.Tax Reduction StrategiesProactive strategies that will reduce the impact of taxation on your wealth and help high-income earners save efficiently.Retirement PlanningBuild a plan towards financial independence so you can enjoy the most out of your wealth.Legacy PlanningLeave the most out of your estate to your family and charities, while reducing estate taxation & providing liquidity to pay for potential estate taxes.Risk ManagementYour income is your most valuable asset. Protect yourself and those depending on you with disability, life & long-term care insurance.Investment ManagementInvestment strategies customized to your needs and goals with a fundamental, research-based, results-driven approach.Build a PlanAs a successful, busy, business-owner, we can build a financial plan withfinancial strategies that allow you to enjoy the most out of your hard-earned money. Let's Talk Name Email Phone Question Thank you! Oops!