- Name
- Bill Roberts - "Baby Boomer" Retirement Planning
- Company
- Brooks and Dunphy Real Estate
- E-mail
- Contact Bill Roberts - "Baby Boomer" Retirement Planning (Brooks and Dunphy Real Estate)
- Website
- http://www.weluvoceanside.com
- Office Phone
- (619) 244-4610
- Cell Phone
- (619) 244-4610
- Alt. Phone
- (619) 244-4610
- Fax
- (619) 839-3770
- Address
- P.O. Box 712501, San Diego, CA, 92171-2501
- Description
- I have been a real estate broker since 1975. I specialize in commercial real estate, business opportunities, and finance. I coach real estate investors and teach retirement strategies. DRE #00527512
Financial Resource Planning
I am very creative which is another way to say "thinks outside the box." I've been a business opportunity broker for a number of years, and as a consequence of that I became a mortgage broker. I also consult on business management topics. My main focus is on building wealth. Owning your own business is just one of the steps in that process. Establishing entities to hold your wealth is another step along the way. Utilizing retirement plans and other trusts to reduce current taxes and leave more money available to grow is one of the most important steps to prosperity. And then you must build multiple streams of income from your investments and businesses.
"I am a member of the Ninety-ninth Percentile on ActiveRain"
What We Can Do For You
My degree is in Finance. I specialize in building net worth. I utilize various tools, such as entities (llcs etc), retirement programs, unusual mortgage programs, trusts, and investment strategies involving the creation of equity through use change. I believe that there is money to be made in real estate during any market cycle and in most geographical markets. You don't have to go somewhere else to make or build wealth. You can do it close to home. Visit my website www.weluvoceanside.com for a series of articles on real investing and real estate finance. Call me for help in this endeavor. We can start with a basic assessment of where you are financially and where you want to go.
Experience Pays You Benefits
Bill Roberts sold me a great business, but he also got us a great mortgage on our home. This mortgage gave us the money to buy the business and we saved on our payments. Far out! Thanks Bill. AF
I didn't know that mortgage planning was important until I met Bill. He helped us utilize our home to secure our retirement and our future. BB
