Financial Planning

Financial Planners are relied upon by their clients to provide sound, well-informed advice regarding some of their most prized possessions and valued assets. Appraisals of Southwest has worked closely with an extensive list of Financial & Estate Planners over the years to ensure they have the information needed to develop the best and most effective strategies for each of its clients.

Real estate holdings are often at the core of a financial or estate plan—they can actually be some of the client’s largest assets. Whether you need an appraisal for a single property or multiple appraisals for an entire portfolio, we understand the intricate details of the process involved. We’ve provided appraisals for Financial Planners throughout Naples and Fort Myers for a variety of purposes, including trusts, estate planning, tax planning, asset update, and more. As our client, you can place your trust in our informed staff and experience.

If you’re a senior, it’s also important to arrange your affairs and estate as you transition into your retirement years. This includes knowing the value of your properties. There’s no reason to feel overwhelmed during this process with our trusted staff. Our team provides each client with a full explanation of the appraisal process before ever beginning. We will also provide an in-depth explanation once the report is finished and personally go over the report to answer each question you may have. Our credible staff is well-versed in financial planning.

Our appraisal services are used to create the foundation for sound financial plans. We welcome the opportunity of working with you and your advisers.

‘Give us a call today with any questions you might have and also check out our ‘Praise’ page and see what others are saying about Kathy Homan and the ‘Appraisals of Southwest Florida.’