As an independent firm we maintain professional affiliations with investment firms nationwide, including JP Turner & Company, LLC, a full-service investment firm offering a diverse array of products and services.
In addition, Estate Investment Group maintains active relations with a wide range of investment companies, third-party asset managers, life and long term care insurance companies and leading education and retirement planning product sponsors.
Deborah Sims has over 20 years of experience in the financial services industry. She has served in various capacities of her corporate life as Vice President of a Wall Street firm and was instrumental in opening and operating financial service offices.
Request a complimentary consultation to see how we can assist you with your financial goals. Request an appointment.
Investors looking for 1031 exchange alternatives may benefit by exploring a Deferred Sales Trust™ — an often overlooked option, but potentially a good alternative to a 1031 exchange ~ Deborah Sims, Estate Investment GroupLearn More
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Contact us for a complimentary consultation. The Estate Investment Group is available to help with Retirement Investments, Insurance & Annuities, Education Investments, Asset Management and more.
An alternative to 1031 exchanges and direct sales, Deferred Sales Trusts provide the ability to liquidate and reallocate highly appreciated assets in order to generate an income stream that postpones the payment of capital gains taxes.
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