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How We Are Different

The True Value of a good advisor. The Story of Ron Click to read>>
Your agent is incorrectly calling themselves a fiduciary. Find out what you should be asking and looking out for>>
Why you need an Independent Advisor. How we protect you from your custodian or bank>>

Landlord Exit Solutions

What is a Delaware Statutory Trust (DST)? Learn more>>
What is a 1031 Exchange, and how do I protect myself from the high failure rate? Learn more>>
What are the benefits of owning a Delaware Statutory Trust (DST)? Learn more>>
What are the disadvantages of owning a Delaware Statutory Trust (DST)? Learn more>>
What are the different kinds of Delaware Statutory Trusts available? Learn more>>
A 721 Exchange will never require another 1031 to defer taxes Learn more>>

Non-Real Estate Capital Gain Relief

From Stuck to Free, taking action before it is too late to diversify & Stop the capital gains taxes through a QOZ. Learn how to get your tax bill paid for and get tax-free gains>>

Fun Wisdom

Make Time Work For You. Use the rule of 72 to quickly make sense of your priorities so you enjoy life to the fullest. Learn when it's the best time to splurge>>
Investing & Politics Do Not Mix Do Elections Impact Your Investments>>

Investment Tactics & Awareness