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Special Financial Projects

Not everyone’s financial situation falls into the same category. Some may want to focus of savings funds for their children’s college tuitions. Some situations though are so rare, most people don’t even think about them.

Who We Help

Client Profile - Kellan and Stephanie

Not everyone’s financial situation falls into the same category. Some may want to focus of savings funds for their children’s college tuitions. Some situations though are so rare, most people don’t even think about them.

One of our biggest cases came from a client who didn’t fit into anything they saw on our site. Kellan and Stephanie owned real estate and wanted to sell but not pay the huge capital gains. They had no other assets or needs. Finding a way out of the real estate without paying capital gains and replacing the income they needed to live on became their “special project”. The sale of this large property was during the beginning of the COVID pandemic. We had a five hour plus meeting with them to go over different strategies and what the client needed. After that meeting, and a few others, we did various 1031/DST’s that ended up helping with their tax issue, saving them over $7M in the end. Not only that, but their new passive income was greater than the income we were replacing.

Think you’re in a special situation like Kellan and Stephanie were? Don’t let that stop you from reaching out. We are here to listen to what you need and help any way we can, even if that leads to us showing you a company that could help you more.

All names have been changed to protect client identities.

SOS

Wouldn’t you like to know if you are on the right financial path? Schedule your Second Opinion Service meeting, and speak with an experienced advisor. The only cost is your time – the results could be invaluable. Great things start with a conversation.

Learn more about our Second Opinion Service

Top 12 benefits of Retainer-Based Planning.

There are several differences between standard retainer-based advisors and retainer-based clients, some that people don’t even think about. Check out the top 12 benefits of retainer-based planning!

Download Whitepaper

Top 12 benefits of Retainer-Based Planning.

There are several differences between standard retainer-based advisors and retainer-based clients, some that people don’t even think about. Check out the top 12 benefits of retainer-based planning!

Download Whitepaper

The top 12 benefits of Retainer-Based Planning.

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