REAL ESTATE AGENTS

Solaris Private Wealth Management understands the everyday challenges that successful real estate agents face. Therefore, we have created a SEP-IRA Program called Real Advantage®, designed specifically for the retirement planning needs of successful real estate agents.

Real Advantage® includes:

• A Customized asset-allocation plan, based on each agent’s unique investment goals, risk tolerance and time horizon.



• Investments into top-rated securities, including no-load, 5-star rated mutual funds.



• Semi-annual rebalancing.



• Utilizes non-correlated asset classes.



• Low asset management fee of 0.50%.

If you are a Realtor®, real estate agent or a commercial real estate broker, and would like to learn more about Solaris Private Wealth Management’s Real Advantage SEP-IRA Program, please contact us at 866.826.8420.