Products & Services
We provide assistance in the following areas:
REAL ESTATE RELATED
- DSTs - Delaware Statutory Trusts / 1031 Exchange
- REITs - Real Estate Investment Trusts
- Limited Partnerships
- Conservation Easements - Tax reduction strategy that when done correctly can reduce your adjusted gross income up to 50 percent as per section 170(H).
- Oil Drilling - Tax reduction strategy that may provide from 60% to 85% or more first year tax deductions on IDCs for general partners.
RETIREMENT PLANS - Complimentary analysis and comparison
- IRA Educational
- IRA Roth
- IRA SEP
- IRA Simple
- IRA Rollovers
- IRA Traditional
- 401(k) Rollovers or set up, design and funding
- 403(b) Rollovers
- Pension Plan in addition to your 401(k) for the self employed or small business owner.
- Estate Plans
- Brokerage Accounts
- BDCs - Business Development Companies
- Common Stock
- College Plans
- Government Securities
- Mutual Funds
- Disability Income Insurance
- Life Insurance - for retirement and estate planning!
- Annuities -for retirement and estate planning!
- Long-Term-Care Insurance