Building Wealth

A home purchase is oftentimes your biggest asset, and the beginning of your wealth journey.
After you purchase your primary home, Rumana can help you to purchase a secondary home or an investment property to help you continue to grow your wealth portfolio.

Rumana can help you to:



• Identify an area or property
• Navigate how to leverage your existing assets
• Get cash out a property with equity to use in funding additional property purchases.
  

Keeping Wealth

As the saying goes, “It’s not what you make, it’s what you keep.” Rumana is skilled at deploying a number of asset protection strategies with her clients, like 1031 Exchanges, the use of Delaware Statutory Trusts, and guiding you on the benefits of having your equities in a trust.

Generational Wealth

Rumana is a member agent with KW Real Estate Planner. This certification stands as Rumana’s dedication to providing advanced guidance when it comes to strategic planning, investing, and real estate management with both your primary residence and investment properties to create generational wealth for you and your family.