To help their community plan for a comfortable and secure future, Andy and Jodi have created a strong network of business relationships that provide guidance on a number of subjects such as financial planning, moving and home rightsizing, aging in place or daily care options, and real estate decisions.
With 16 years of experience in the real estate industry, Andy is a real estate planner and a regional ambassador for the Keller Williams Real Estate Planner community. Jodi left the nursing field to join the real estate industry, and has been a realtor for four years. Together with their team, the business offers clients a number of ways to effectively create and manage generational wealth.
Planning for the future
Instead of reacting to life events that can make a major impact on owning a property, such as marriage, birth and death, Your Real Estate Planners Group helps clients put a plan for the future in place. Once they nail down their clients’ goals, Andy and Jodi devise strategies to minimize taxes and transfer wealth effectively.
“We’ve heard so many horror stories about seniors being taken advantage of, and we wanted to see if we could help in any way,” Jodi said. “What we do is we sit down with them and figure out what the ultimate goal of that person and the family is.”
Some of the ways the company can do this include:
- real estate services for buyers, sellers and investors
- senior living and move options consults
- family feud prevention consults
- 1031 exchange, Delaware Statutory Trusts, and asset performance tests
- deferring capital gains taxes
- probate real estate specialist
“I love helping people get a roof over their head,” Andy said. “One of the best feelings in the world is handing someone the keys to a house they didn’t think they could’ve bought before we helped them make a plan.”
Education about wealth opportunities
Education is also an important part of Andy and Jodi's mission, and the duo informs their clients about the wealth-building possibilities available to them. Jodi said part of her “why” is the lightbulb moment she gets to see when clients understand their opportunities and can move forward.
Andy said education is what makes the biggest difference.
“Real estate is the fastest and easiest way [for people] to build wealth,” Andy said. “ We became real estate planners because we really want the best for everybody.”
The team hosts monthly seminars for clients on different topics and ways to build, protect and transfer their generational wealth.
The next seminar sessions will include:
- Turbocharge Your Wealth Building using 1031 Exchanges and DST’s (Delaware Statutory Trusts)
- Planning For Your Future and Beyond
- I’m a Trustee, Now What?
What makes Your Real Estate Planners Group unique
While Keller Williams has 1,600 real estate agents in the Austin area, Andy and Jodi stand out by emphasizing the educational aspect of their mission.
“We’re bringing value to our community that we feel like has been lacking,” Andy said.
By not only helping people make a plan for their wealth but understand their options, the duo brings something they said they felt was missing from the current market.
“Being part of the Keller Williams Real Estate Planner community has really helped us to be able to provide that knowledge and expertise that was mostly missing from real estate,” Jodi said. “We’re not just going to sell your house, you have a relationship with us and we take a holistic approach.”
Learn more
For more information and to see when the next seminars are, visit the Your Real Estate Planners Group website, Instagram and Facebook. Interested in joining the team? Andy and Jodi said they’re looking to add additional agents to the team. Call 512-910-5263 or email [email protected] for more details.
The above story was produced by Community Impact's Storytelling team with information solely provided by the local business as part of their "sponsored content" purchase through its advertising team.
