Your Re/Max Alliance Benefits & Career: Financial Planning for Employees and Executives

Do you work at Re/Max Alliance? Get the resources you need and expert insights from financial professionals who specialize in helping Re/Max Alliance employees make the most of their compensation package and benefits.

Whether you’re a new Re/Max Alliance employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits. For example:

✅ Do you know the right moves to make 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 from the company in a few years, are you taking the right steps today to ensure you will receive all of the compensation and benefits that you’ve earned?

Get the Most Value from Your Re/Max Alliance Benefits and Compensation Package

Throughout the year, Re/Max Alliance provides its employees and executives with updates about their benefits ranging from health insurance and health savings plans to retirement plans like a 401(k) and deferred compensation plans. While the company offers many useful resources and access to knowledgeable staff who can assist with questions, you’ll also find financial professionals not affiliated with Re/Max Alliance who specialize in helping Re/Max Alliance employees make the most of their income and benefits.

Whether you work in the Re/Max Alliance headquarters in Denver, Colorado, another office location around the country, or remotely from home, you may have questions about your compensation package and benefits better suited for a financial professional who can offer unbiased advice and guidance.

For example, sensitive topics like discussing 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.

? 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 to get the most value from their compensation and benefits, reduce their money stress, and prepare for a comfortable retirement.

?‍♀️ Do you have questions not yet answered? Use the form below to submit questions anonymously and watch this article for updates with answers to your questions. You can also reach out to the financial advisors below to set up an introductory call or contact them with your questions by email.

? Smart Money Insights for Re/Max Alliance Employees & Executives

This page is organized into sections to help you quickly find the information you need and get answers to your questions:

1. Q&A: Financial Planning Tips for Re/Max Alliance Employees & Executives
2. Get Answers to Your Questions About Your Re/Max Alliance Benefits and Career
3. Quick Facts & Resources for Re/Max Alliance Employees
4. Browse Related Articles

Q&A: Financial Planning Tips for Re/Max Alliance Employees & Executives

Answers to Employee Questions with Leland Gross, CFP®, EA

Leland 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.

Q: As 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?

Leland: 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.

Q: When 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?

Leland: 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.

Get to Know Leland Gross, Financial Advisor for Re/Max Alliance Employees:

View Leland’s profile page on Wealthtender or visit his website to learn more.

Q: What 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?

Leland: 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.

Q: What 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?

Leland: 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 and CEO, Wealthtender

Brian and his wife live in Texas, enjoying the diversity of Houston and the vibrancy of Austin.

With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.

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