Our Services

Our boutique structure enables us to provide advanced planning strategies not typically available with traditional brokerage firms. These strategies are tailored to provide tax-deferral/mitigation, risk reduction and expanded access beyond conventional financial planning.

Business & Real-Estate tax-deferral strategies:

  • 1031 Exchanges & Delaware Statutory Trusts (DST)
  • Deferred Sales Trusts
  • Monetized Installment Sales

Tax mitigation strategies:

  • Conservation Easements
  • Charitable giving strategies (CRAT, CRUT, NIMCRUT)
  • Irrevocable Life Insurance Trust planning (ILIT)

Business Risk reduction strategies:

  • Buy-Sell Agreements
  • Key-employee plans
  • Specialized disability plans

To learn more about these advanced planning strategies and how they may enhance your financial plan please contact us or attend one of our local seminars.

For information on our full list of Financial Planning services please visit www.iaawealth.com