SOURCE: San Diego's Finest Real Estate

March 18, 2008 13:00 ET

San Diego's Finest Real Estate Launches New Real Estate Financial Planning Program

San Diego Real Estate Firm Develops Powerful Real Estate Financial Planning Concept to Help Real Estate Investors and Owners Realize Full Potential of Their Property Investments

SAN DIEGO, CA--(Marketwire - March 18, 2008) - San Diego's Finest Real Estate (SDFRE), experts in real estate financial planning, announced it has developed and formalized its Real Estate Financial Planning program, an innovative approach to real estate investment planning that utilizes over 46 proven mix-and-match strategies to help real estate investors and owners better utilize their property assets to save and to make substantially more money.

SDFRE's real estate financial planning services dovetail nicely with traditional financial, tax, and estate planning because all address the important cash flow, lifestyle, risk management, and legacy goals unique to each individual's situation. Real estate financial planning both fills a void and helps put all the necessary pieces of the puzzle together that are essential for comprehensive financial planning.

Executives, small business owners, and family owned business often have challenges translating their business success and wealth into personal success, wealth, and legacy. Real estate is a tax-advantaged investment vehicle that provides one of the best ways to bridge these worlds, while simultaneously increasing cash flow, developing net worth, and reducing taxes. Real estate financial planning, in collaboration with other expert advisors, is the key to maximizing the profits that reach a client's personal bottom line.

"Often clients who need the most help with real estate financial planning are those who think they are in great shape because they own several rental properties free and clear," said Robert T. Boyer, Ph.D., a real estate financial advisor for SDFRE. "We had one client who was earning a mere 1.25 percent after taxes, approximately $25,000 per year. After restructuring his real estate investments, he now earns a 9 percent cash return on his investment, equivalent to $216,000 per year, with almost no taxes, and his equity has grown by more than 10 percent for each of the last three years -- despite the downward real estate market."

For more information about real estate financial planning or comprehensive collaborative planning, call 858.755.2111 or register online at

About San Diego's Finest Real Estate

San Diego's Finest Real Estate (SDFRE) is a boutique real estate firm owned and operated by Robert and Anne-marie Boyer. By providing comprehensive direction and support, SDFRE provides clients with a package deal that includes strategic direction from buyer specialists, mortgage brokers, investment advisors, and refinancing specialists. The Boyers know that success is often in the details, and perform periodic "financial check-ups" for their clients' real estate portfolios to ensure their investments are generating maximum profits.

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