Ep.8- New Home Construction with Gavin Homer
Wealthy HOMES

Ep.8- New Home Construction with Gavin Homer

2023-03-24
Financial advisors are often looked at as the “Quarterback” of someone's financial life. We help create a game plan and then help our clients execute their plan to achieve their goals, whether that’s from a financial perspective, or their life goals. Our job as a quarterback can sometimes be as easy as “passing” a client to a CPA to help them with their complex tax situation, or “handing” them off to an estate planning attorney to create a will or trust for them. But, not often do financial advisors work with real estate agents.
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