For Financial Planners
Financial planners determine how their clients can meet lifelong financial goals through management of resources. They examine the financial history-past and current-of their client's assets and suggest exactly what steps the client needs to take in the future to meet her goals. Although other professional financial advisors usually focus on one area of a client's financial life, the broad-based approach to financial advice that financial planners offer distinguishes them from the rest of the profession. In this sense, financial planners are jacks of all trades, but they do not work alone. Financial planners will inevitably meet with their client's other advisors-attorneys, accountants, trust officers, investment bankers - in order to fully understand their client's financial goals.
At BRC Advisors, Net Lease Group, much like the relationships that we have cultivated with the accounting and legal communities, we, as we define our role, "are not here just to sell your real estate". We readily admit that we are, in fact, licensed real estate practitioners in a number of states; but, the BRC Advisors Net Lease Group recognizes that NNN properties, particularly the Credit Tenant Assets, as "fungible commodities" which can serve as risk-averse investment vehicles to accomplish the goals that you set out for your clients. Whether retirement planning, education trusts, estate planning, we can provide the investment product to accomplish your client-specific solution as you deem it.