SummitView Services
We have a simple 3-step process for real estate capital gains tax strategies
We understand that time is often of the essence in a 1031 exchange. That’s why we’ve made the process as easy as 1-2-3:
1. Discovery Meeting:
In a simple 45-minute meeting, we'll get to know your needs and identify the right type of property for your exchange. We’ll make sure we match you with a DST that meets all the IRS requirements for a like-kind exchange.
2. Recommendation Phase:
Next, we'll sit down together to review the numbers and explore different scenarios. We’ll show you options from trusted product providers that align with your risk tolerance and investment goals.
3. Operations Team Support:
Finally, our operations team will take it from there. They’ll handle all the paperwork and documentation to finalize your DST quickly and efficiently. It’s a straightforward process designed to give you peace of mind.
What We can help with:
Investment Strategies
- Real Estate Investing
- Asset Allocation
- Morningstar Analysis
- 401(k) Allocation
- Retirement Plan Rollovers
- Account Consolidation
- Advisory Accounts
- Portfolio Analysis
- Individual Stocks
- Individual Bonds
- Financial Plan Evaluations
- Mutual Funds
- CDs
- REITs
- ETFs
- Alternative Investments
- Investment Strategy Review
Comprehensive Financial Planning
- Income Strategies
- Employee Benefit Reviews
- Estate Planning/Wealth Transfer
- Advisory Accounts
- Divorce Planning
- Inheritance Planning
- Educational Workshops
- Beneficiary Review
- Maximizing Social Security
- Online Vault
- Pensin Planning
- Retirement Planning
- Tax-favored Asset Creation
- RMDs
- IRA Structures
- Charitable Giving Strategies
Insurance
- Life Insurance
- Long-Term Care Insurance
- Annuities
- Insurance Review