Financial and Investment Advisors

Retirement Accounts

Traditional vs. self-directed IRA? Learn the differences and benefits of both, and use them to harness the power of tax-deferred investing to fund your retirement. Discover and understand your investment profile and which investments will align with your personal retirement goals.

Reverse Mortgage

If an aging family member would benefit from an additional source of monthly income a reverse mortgage can convert the part of the equity in the home into cash without having to sell the home or pay additional monthly bills.

Real Estate Syndication

The loss of a loved one is frequently unexpected and requires the family to make adjustments quickly. If a family member needs to relocate during the probate process we can help with locating a suitable short term or long term housing solution.

1031 Exchange

Avoid paying capital gains taxes with this deferment strategy when you sell an investment property and reinvest the proceeds from the sale to grow and protect your equity. Our advisors help facilitate the exchange and identify replacement properties.

Seamless from beginning to end. I’m so glad we were referred to them by a good friend. As soon as I emailed them about possibly selling they sent an email right back asking several important questions about our goal and made us feel like we were in the right hands and weren’t a bother with all of our questions.

JP Benson