What types of solutions do you provide?
We provide retirement plans, insurance benefits, investment guidance, and tax-efficient income strategies — all tailored to real estate brokerage firms and their leadership. Our tools help owners reduce tax liability, build personal wealth, and create competitive benefit packages that retain top-producing agents. Solutions include Solo 401(k)s, SEP IRAs, income protection plans, advanced life insurance strategies, and more.
How are your services different from traditional financial advisors or insurance reps?
Unlike traditional financial advisors, we specialize in the unique dynamics of the real estate industry. That means we understand commission cycles, 1099 structures, owner-level tax concerns, and how to structure benefits that matter to your agents. Our goal is to help you lead a more financially resilient firm, while giving your top producers a reason to stay and grow with you.
Do I need to be part of a large brokerage to work with you?
Not at all. We work with boutique brokerages, regional firms, and growing teams. Whether you’re an independent owner with a handful of agents or leading a multi-office operation, we build scalable solutions that fit your business model and support talent retention.
How does the process work once I decide to move forward?
We begin with a discovery call to understand your firm’s financial structure, challenges, and growth goals. From there, we design a set of tailored strategies for you, the owner, and the agents you want to retain. Our team fully supports implementation and provides ongoing guidance as your needs evolve. Contact us today!
Book Your Free Consultation
Ready to take control of your financial future? Contact Broker Benefits Group today to learn how our tailored solutions can help you achieve your goals. Let’s build a stronger, more secure financial future together.