In this week's episode I invited guest Carlos Sera of Sera Capital Management to discuss how he helps real estate investors and business owners optimize their exits. Sera Capital is a fee-only Fiduciary that focuses on tax-efficient exit planning for real estate investors & entrepreneurs.
Sera Capital focuses on helping clients with managing money while providing investment education, investment advice, and investment management. Their registered investment advisors help individuals, couples, and industry professionals learn about investments through blogs, books, videos, newsletters, and guides to overcoming big investment obstacles. With their education preparation, their professional financial services consultants help implement, manage, monitor, review, and adjust portfolios to your situation, providing wisdom and experience in conjunction with other financial advisors and strategic partners. They have assisted hundreds of couples and individuals, giving insight on investment behavior under stressful economical situations that focuses on high return rates and staying the course. Contact their reliable registered investment advisors today on their website down below.
The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, financial planning, exit planning, etc.
Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.
To learn more about what I do with the Deferred Sales Trust, book a call with me below:
Calendar Link: https://calendly.com/pranieri/30min
LinkedIn: https://www.linkedin.com/in/paul-rani...
Email: pranieri@ecgsinc.com
To get in touch with Carlos:
Website: https://seracapital.com/
This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.
