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Collaborating with Advisors

Finances thread through every part of our lives - inherently creating an overlap across specialties. E.g., taxes, legal, insurance, real estate, asset protection, estate planning, and financial planning. Each specialist has his or her own expertise and will recommend a perfectly valid solution. But, with different advisors working in isolation, you will often get conflicting advice. We promote working in a collaborative team of advisors to leverage the synergy of specialties to achieve a comprehensive plan that truly serves the client's needs.

Our experience has shown that although advisors will "know" about a concept or technique in another field, it will not necessarily come to mind without the give and take discussions between advisors. We have also found that nearly everyone using an advisor owns (or likely should own) real estate and most all can improve their situation or their future plans with our assistance.
  - Call today to learn about collaboration opportunities! (858) 755-2111

San Diego Housing Market Predictions

As investors, mortgage brokers, and real estate brokers, we can advise you as to the technical fundamentals of values, prices, and interest rates (affordability) and let you know when it is an OK or good time to buy based on your situation. However, the market is partially emotially driven (just like the stock market), such that technical correctness is not enough.  We also need to fully understand market sentiment. To that end, we have teamed up with America's Finest Real Estate to survey homebuyers, owners, and investors about their sentiments toward market futures.

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Contact us at San Diego's Finest Real Estate
Anne-marie Boyer MA,
Broker, GRI, e-PRO, ABR
License #01137099
San Diego Real Estate Specialist
(858) 755-2111
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Robert T. Boyer, Ph.D.
Real Estate Investor Advisor
License #01791063
(858) 755-2111

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San Diego's Finest Real Estate
aboyer@SDFRealEstate.com
3936 Lago di Grata Circle • San Diego, CA 92130
Telephone: (858) 755-2111   •   Fax: (858) 630-2120
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