Estate Planner Group helps clients in the Austin area achieve their life goals through estate planning. Andy and Jodi Fisher are members of the Keller Williams Estate Planner community and help clients develop advance plans to protect their most valuable asset: their real estate. Andy and Jody plan to build, protect, and transfer wealth across generations with a focus on senior living communities and aging families.
To help communities plan for a comfortable and safe future, Andy and Jody offer a variety of services including financial planning, relocation and home optimization, aging in place and daily care options, and more. We have built a strong network of business relationships that provide guidance on these topics. Real estate decisions.
With 16 years of experience in the real estate industry, Andy is an estate planner and regional ambassador for the Keller Williams Estate Planner Community. Jody left the nursing care industry to work in real estate and has been working as a real estate agent for four years. The business works with its team to provide clients with a variety of ways to effectively create and manage generational wealth.
future plans
Your Real Estate Planners Group helps clients plan for the future rather than reacting to life events that can have a significant impact on real estate ownership, such as marriages, births, and deaths. Once a client’s goals are clear, Andy and Jody devise strategies to minimize taxes and effectively transfer wealth.
“I’ve heard so many horror stories about elderly people being taken advantage of, so I wanted to see if there was something I could do to help,” Jodi said. “What we do is sit down with them and understand what the ultimate goals are for that person and her family.”
Some of the ways the company can accomplish this include:
- Real estate services for buyers, sellers and investors
- Consultation on living and moving options for the elderly
- Family conflict prevention consultation
- 1031 Exchanges, Delaware Statutory Trusts, and Asset Performance Tests
- Capital gains tax deferral
- real estate probate expert
Our team also partners with financial planners and CPAs to ensure our clients’ needs are met.
“I love helping people put a roof over their heads,” Andy said. “One of the best feelings in the world is handing someone the keys to a house they never thought they could buy until we started planning.”
Wealth Opportunity Education
Education is also an important part of Andy and Jody’s mission, as they inform their clients about their potential to build wealth. Jody said part of her “why” is being able to see the moment when a client understands an opportunity and can move forward.
Andy said education is what makes the biggest difference.
“Real estate is the quickest and easiest way.” [for people] It’s about building wealth,” Andy said. “We became estate planners because we truly want what’s best for everyone.”
The team holds monthly seminars for clients on a variety of topics and how to build, protect and transfer generational wealth.
Upcoming seminar sessions include:
- Accelerate wealth creation with the 1031 Exchange and DST (Delaware Statutory Trust).
- plan your future and beyond
- I am a trustee, what should I do now?
A fourth session, “Building a Legacy and Preventing Family Feud,” will also be added.
What’s unique about Your Real Estate Planners Group?
Keller Williams has 1,600 real estate agents in the Austin area, but Andy and Jody stand out by emphasizing the educational aspect of their mission.
“We are bringing value to the community that we feel has been missing in the past,” Andy said.
By helping people plan for wealth as well as understanding their options, the two bring what they felt was missing in the current market.
“Being part of the Keller Williams Estate Planner community has been really helpful as it allows me to provide knowledge and expertise that was largely missing in the real estate industry,” said Jody. “We don’t just sell your home. You have a relationship with us, and we take a holistic approach.”
learn more
For more information and to find out when the next seminar will be held, visit Your Real Estate Planners Group’s website, Instagram, and Facebook. Interested in joining the team? Andy and Jody said they are looking to add more agents to the team. Call 512-910-5263 or email us [email protected] For more information.
The story above was created by Community Impact’s storytelling team using information provided exclusively by local businesses as part of “sponsored content” purchased through our advertising team.