Helping property owners nationwide transition wealth tax-efficiently
Your guide to deferring, reducing, or eliminating taxes with DSTs and advanced strategies.
A Hero's Journey
The Hero:
- You are a property owner/Investor tired of tenants, toilets, and taxes.
- You fear losing your wealth to capital gains and estate tax.
The Villain
- Tax liability
- Management headaches
- Family conflict over property
Your Guide
- Summitview Advisors has been there, understands and has the DST strategy to get you to financial freedom.
The Problem:
Owning property has given you wealth, but now it comes with stress, taxes, and uncertainty, prompting the need for a strategic approach to manage these complexities so that you can enjoy the financial benefits without the burdens.
The Guide:
After losing 15% on my first investment due to bad advice, I’ve spent 30+ years helping clients avoid costly mistakes, determined to turn my setback into a passion for financial education and wealth management. Every story I hear from clients echoes my own experience; the fear of losing hard-earned money drives home the necessity of sound guidance.
Now, instead of a cautionary tale, my experience serves as a beacon of hope, showing others that even from financial adversity, resilience and wisdom can flourish. I’ve turned my past into purpose, ensuring that my clients not only avoid pitfalls but thrive in the world of investments. And as I help them navigate their financial paths, I find peace in the knowledge that I’m making a difference, one investment at a time.
The Plan:
Schedule a call
Begin your journey to success by calling SummitView Advisors, where our dedicated team is ready to guide you with expert insights and personalized strategies tailored to help you reach your goals and unlock your fiancial freedom.
Review your options
Continue on your path to success by sitting down with us and going over your options, as we work collaboratively to clarify your goals, explore innovative solutions, and craft a tailored plan that propels you toward achieving your dreams.
Transition wealth tax-efficiently
End your journey with an outcome you crave. Get freedom, peace of mind, and a legacy preserved, knowing that every decision has been thoughtfully made to ensure your vision is fulfilled, and your values are passed down through generations, leaving a lasting impact on those you love.
Meet Your Guide: A Seasoned Expert in Real Estate Freedom
For over 15 years, I’ve helped property owners just like you move from feeling stuck and overwhelmed to feeling free and relieved. With 32 years of financial advising experience and a special love for all things real estate, I’ve guided many clients through the Delaware Statutory Trust process. The result? They’ve traded landlord headaches for the freedom to travel and truly enjoy life.
A Real Client Story: From Farm Sale to Financial Freedom
Meet one of our clients who came to us with $4.5 million in proceeds after selling their family farm. She and her husband had always dreamed of traveling the world but were tied down by the responsibilities of their property. After working with us to transition into a Delaware Statutory Trust, they now receive over $200,000 a year in income—income they’ve used to support their loved ones and finally take the trips they always imagined. It’s been a life-changing shift from managing a farm to enjoying a lifestyle of freedom and adventure.
Are you a CPA or Attorney?
We Help You Help Your Clients
Your clients trust you with their future. When real estate tax planning questions arise, we equip you with the expertise and solutions to protect their wealth while keeping you at the center of the relationship.