Provide more value
As professionals, we all strive to provide the best service to our clients, and no advisors are more trusted than tax professionals. We work everyday with CPAs to help serve our mutual clients and help you increase your services and capacity. By partnering with ALQYMI, you can offer additional services and guidance, working with a partner that shares the same concerns and goals.
Help your clients
Our programs were designed hand-in-hand with CPAs and mortgage brokers to do one thing: create the best way to buy real estate. First and foremost, we are fiduciaries that always act in the best interest of our clients. Our program produces increased mortgage approvals, reduces tax liabilities and taxable events, and maintains deductions, all aiding increased long-term wealth building.
Work in partnership
It is essential for the success of our clients and our program that we collaborate with other qualified professionals. Our program does not work in a vacuum. We believe that everyone is best served when teams of independent advisors in various fields collaborate for the good of those we serve. We are happy to work with individuals, teams, partners or networking/referral groups.
Increase Real Estate Purchasing Power
Use our proprietary methods to evaluate, reorganize and manage client assets in ways that maximize mortgage approval and increase underwriting confidence.
Enhance Client Long-term Wealth Building
Examine investments, including real estate, and apply our program to the way clients purchase and hold these assets, increasing the chance for long-term wealth building.
Maximize Tax Benefits and Reduce Liabilities
Maintain deductions while allowing for the utilization of client assets without investment liquidation, encouraging continued growth while avoiding taxable events.
Protect Client Assets By Diversifying Risk
Utilize measured amounts of leverage, stable long-term financing and insurance to cover assets, allowing clients to grow net worth while protecting wealth.
