Do you work at RE/MAX Alliance?
Get expert insights from financial advisors who specialize in helping RE/MAX Alliance employees and executives make the most of their compensation package and benefits.
Looking for a financial advisor who specializes in working with RE/MAX Alliance employees? You’re in the right place. Below, you’ll find advisors who understand RE/MAX Alliance benefits and compensation — along with their answers to common financial questions from RE/MAX Alliance employees and executives.
Whether you recently joined RE/MAX Alliance or you’ve advanced into a management or executive leadership role over a multi-year career, making smart decisions about your income and RE/MAX Alliance benefits can have a lasting impact on your financial future. For example:
✅ Do you know the right moves to get the greatest value from the RE/MAX Alliance benefits available to you?
✅ If you’re thinking about leaving RE/MAX Alliance for another job or planning to retire in a few years, are you taking the right steps today to receive all the compensation and benefits you’ve earned?
Key Takeaways
Most RE/MAX Alliance Agents Need to Build Their Own Retirement Plan
As independent contractors, agents usually aren’t offered a 401(k). After analyzing business structure and cash flow, the advisor below chooses between a SEP IRA and a Solo 401(k) to reduce taxes now and build retirement savings.
Separate Business and Personal Cash Flow to Save on Taxes
Commingled accounts make it harder to build a profit and loss statement, can lead to missed tax and investing opportunities, and increase liability. Business accounts in the name of an LLC and a system for handling commission checks bring clarity.
Choose an Advisor Who Understands Closely Held Businesses and Tax Planning
LLCs, partnerships, and S corporations add complexity, and much of a real estate professional’s planning involves taxes. Ask prospective advisors about both before you hire.
Why RE/MAX Alliance Employees Work with a Specialist Financial Advisor
Because most real estate agents affiliated with RE/MAX Alliance work as 1099 independent contractors, they typically don’t receive employer benefits such as a 401(k) and need to build their own retirement and tax plan with tools like a SEP IRA or Solo 401(k). You’ll find financial professionals not affiliated with RE/MAX Alliance who specialize in helping RE/MAX Alliance agents and employees make the most of their income.
RE/MAX Alliance is a Colorado real estate brokerage headquartered in the Denver area, with offices along the Front Range. Whether you work from a brokerage office, in the field with clients, or from home, you may have questions about your income, taxes, and retirement savings better suited for a financial professional who can offer unbiased advice and guidance.
Sensitive topics — like the steps you should take before quitting your job at RE/MAX Alliance to work elsewhere, protecting yourself in advance of a corporate layoff, or deciding when you should plan to retire — are all conversations that may be more comfortable with a trusted financial advisor.
Should You Hire a RE/MAX Alliance Specialist or a Local Financial Advisor?
You’ll likely find dozens of nearby financial advisors well-suited to help you reach your money goals with a personalized plan. But it can be harder to find a financial advisor who specializes in serving RE/MAX Alliance employees. Fortunately, many financial advisors offer virtual services, so you can meet online no matter where you (or they) live — which means you can hire a specialist financial advisor who lives hundreds of miles away if their knowledge and experience working with RE/MAX Alliance employees is the better fit for your unique needs.
💡 In the Q&A below, you’ll gain insights from financial advisors who work with RE/MAX Alliance employees to help them make smart decisions, get the most value from their compensation and benefits, reduce their money stress, and prepare for a comfortable retirement.
🙋♀️ Have a question not yet answered? Use the form below to submit your question. You can also contact financial advisors directly to set up an introductory call or contact them with your questions.
Q&A: Financial Planning Tips for RE/MAX Alliance Employees & Executives
In this section, you’ll learn how you can make the most of your RE/MAX Alliance employee benefits and gain valuable tips from financial advisors who specialize in working with RE/MAX Alliance employees and executives.
Financial Advisor Q&A · RE/MAX Alliance Employees
Leland Gross, CFP®, EA
PeaceLink Financial Planning · Virginia Beach, VA · Serves clients nationwide
I Help Business Owners Manage Cash Flow, Reduce Taxes, and Grow WealthLeland Gross is a financial advisor based in Virginia Beach, Virginia, who specializes in offering financial planning services to Re/Max Alliance employees. Leland helps his clients get the most value from their Re/Max Alliance benefits and compensation package so they can enjoy life and feel confident about their financial future.
QAs a financial advisor with experience helping Re/Max Alliance employees save for their retirement, how do you help them make the most of their employee benefits?
Most agents working for Re/Max Alliance are considered 1099 independent contractors, which makes it difficult for them to prepare for retirement, as those agents are not offered a formal retirement benefit, such as a 401k. When we meet with real estate agents, we first analyze their business structure and cashflow and then decide between a SEP IRA or Solo 401k as the retirement vehicle we employ. These vehicles will benefit them from a tax perspective now as well as help them prepare for retirement.
QWhen you first speak with a Re/Max Alliance employee, what questions do you like to ask to better understand their unique circumstances and determine how you can best help them achieve their goals?
I find that most real estate professionals did not get into real estate because they like working nights, weekends, and holidays. They got into it because they have a greater vision of freedom and flexibility over their life and time. Real estate allows them to make their own schedule and make an unlimited amount of income. The first questions we ask is for them to share why they wanted to get into real estate. That question can illuminate their big why in their life- what they care about and what they long for their life to look like. From there, we can drill down into their income and net worth to craft a plan that aligns their resources to their desired outcomes.
QWhat are some of the unique financial planning challenges you commonly see among your clients who are Re/Max Alliance employees and how do you help them overcome these obstacles?
A common financial planning challenge I see from Re/Max agents is organizing their business and personal cash flows. So often, they have their business and personal money commingled in their personal bank account because their business is so closely held. That creates problems when crafting their P&L for their taxes and oftentimes leads to missed tax and investing opportunities as well as increased liability. We make every effort to create a stress-free structure to separating their business income and expenses from their personal accounts, establishing their business accounts in the name of their LLC (establish an LLC if they have not already done so), and create systems for what to do when commission checks come in. This will help them with their taxes, their compliance in case of an audit, and overall provide a lot of clarity and peace.
QWhat questions do you recommend Re/Max Alliance employees ask financial advisors they’re considering hiring to help them decide if they’re a good fit?
I always recommend asking a prospective financial advisor how much experience they have working with closely held business owners. The world of LLCs, Partnerships, and S Corporations can get complicated and you want an advisor who specializes in those complexities to help you navigate them as optimally as possible. And because much of the needs related to real estate professionals involve tax optimization I would also ask if they provide tax planning services. Many advisors do not touch the world of tax, but for a real estate professional, you want to work with an advisor who understands those strategies and how you can work those into your greater financial plan.
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About the Author
Brian Thorp
Founder & CEO, Wealthtender · Editor-in-Chief
Brian Thorp is the founder and CEO of Wealthtender and serves as Editor-in-Chief. With over 25 years in the financial services industry — including nearly 22 years at Invesco, where he led strategic partnerships with wealth management firms representing more than $100 billion in assets — Brian founded Wealthtender to help people find financial advisors they can trust and make more informed money decisions.
A member of the National Society of Compliance Professionals and its SEC Marketing Rule Working Group, Brian was recognized by WealthManagement.com as one of its “Ten to Watch in 2024” for his work reshaping how financial advisors market their services. He holds a B.B.A. in Finance from The University of Texas at Austin.
Brian and his wife live in Austin, Texas.