Benefits for Financial Advisors

Increased Client Portfolio Size
The deferral of capital gains and other taxes benefits both you and your client. 1031 tax deferral is an important tool for asset preservation and portfolio building.

Source of Knowledge and Experience
As a Qualified Intermediary, we facilitate capital gains and other tax deferral for your clients with unparalleled expertise. We can also help answer your questions on 1031 Exchanges and show you what 1031 means for client loyalty and client development.

A Polished Partner
At all times, your client is treated as our own. We understand that the service we provide and your client's experience with us reflects upon you. We provide your clients with the information, documentation and mechanics to make their experience simple and smooth. In turn, your role as trusted advisor in helping them achieve their goals is reinforced.

Confidence and Peace of Mind
Our work is bonded and insured. Our nationwide coverage ensures that transactions are completed with the highest regard for differences in state and local laws.