Advising

ROC Realty has expanded and partnered with Minas Financial Planning, a fee-only financial planning firm. Minas works with clients that seek a boutique financial planning firm focused on real estate investors. Minas’ ideal client is an individual or family that is directly invested in real estate or that plans on incorporating real estate into their portfolio.

In addition to their traditional planning services they also advise on real estate deals. Minas Financial Planning frequently works, in an advisory capacity, to clients who need:

• An advocate to help them evaluate their property
• Are considering, evaluating or completing an acquisition or sale
• Capital allocation strategies
• Feasibility, renovation, and other associated costs for income-producing properties
• Guidance in developing, building, or renovating residential properties
• A neutral party to advise them on best outcomes for owned real estate