Corporate professionals and pre-retirees:

Build Tax-Free Wealth With Real Estate

Tired of riding the Wall Street rollercoaster? Take control of your financial future with real estate—an asset that builds real, lasting wealth.

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Why Choose Us?

With over 1,500 successful fix-and-flip projects completed, Generational Wealth Plan brings the knowledge and experience needed to guide you through the complexities of building a lasting financial legacy.

Whether you're focused on securing your retirement or expanding your real estate portfolio, our expert partners are here to ensure your wealth works for you—today and for generations to come.

15+  

Years Of Real Estate Experience

1500+

Fix & Flip Completed

What Our Client Have To Say About Us

What We Do

Our 3-Step Wealth-Building Strategy

Bonus Ebook: Our Most Recent Fix & Flip Deals!

Read through our past and current fix and flips and see for yourself how real estate can build generational wealth for you and your family.

Checkout Our Recent Fix & Flips

Our Mission

We believe wealth is not just about what you earn—it's about what you preserve and pass on.

Our team of advisors, CPA's & attorneys combine 60 years of expertise in tax-free retirement solutions, cash-flowing real estate, and advanced trust structures to help you build sustainable, generational wealth.

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MEMBERS

Meet Our Team

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Camilo Hortet

Financial Advisor

Matisse Fitzpatrick

Funding Specialist & CMO

Jason Truncale

General Contractor

Luca Lemming

Debt & Equity Placement Consultant

Greg Lubline

Client Success Manager

David Rosenthal

Financial Advisor

Track Records

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Testimonials

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Frankie & Julie

Testimonials

Testimonial Video 2
Shai

Testimonials

Testimonial Video 3
Cliff

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15+

Years Of Real Estate Investing Experience

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700+

Total Fix & Flips Completed

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+$50 Million

Assets Under Management

Ready to Secure Your Financial Future?

Contact us today to learn how you can start building a tax-free legacy with our proven 3-step strategy

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