listen to what our

clients have to say


Learn how a Certified Registered Nurse Anesthetist worked her way up as she shares her entrepreneurial journey with us and how she was able to save $450,000 in capital gains by doing a partial 1031 and Deferred Sales Trust.

Watch Stormy as she shares her story from Airbnb the challenges they faced and how Deferred Sales Trust gave her a huge win over her business.

"I think it was just trust, I think it was just learning more about the process. And if I've learned anything in my life and healthcare and everything that I've done is that education is very powerful when you have to really understand and so also with Tom Wheelwright is another very brilliant gentleman that goes over taxes and just realizing that it doesn't have to be scary. Don't be afraid of it, learn, educate yourself. And so I think just really being engaged in it and just taking everything in and doing your due diligence. And then you know, it's trust, ultimately and the team but understanding how well it had worked out for so many others before me, really helped and then just really being engaged in the process and, moving forward."
listen to Stormy's full story on YouTube Here



if you are unhappy for any reason with capital gains tax solutions or the deferred sales trust before your deal closes, simply let us know before the close of escrow and there will be no hard feelings and zero fees owed to anyone. 
this truly is a zero cost and no-obligation due diligence.

no 1031 exchange  required

save thousands of $'s & hours of headaches with this 'no-rush' method of purchasing real estate.

no debt or like kind required

no need to find a like kind property or stay in unnecessary massive debt.

no investment property required 

Whether your're selling a business, primary home or other highly appreciated asset, we have a solution for you

no time commitment

you're only 3 hours away from seeing your wealth plan opportunities.

here's how we work  

free analysis

we provide a free analysis with estimated capital gains tax deferral benefit using a deferred sales trust. This will show you how to legally break free from capital gains tax and find freedom to buy and sell your business or property without ever worrying about 1031 exchange ever again.

optimal timing wealth plan 

optimal timing transformational wealth plan cloning.  We show you how to clone a proven wealth plan in less than 5 Hours to gain more time, energy and wealth freedom. We provide a tax deferred survey of all of your assets and show you how to get your Deferred Sales Trust to work In your favor and become an investment rather than an expense.

transformation wealth plan delivered

we help you close your deferred sales trust to fund your optimal timing wealth plan which delivers tax deferral, liquidity, diversification so you can create and preserve more wealth. Then we provide ongoing trustee services and connect you with some of the best financial adivosrs and investment real estate operators in the world.  

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