Broker Check

WE ARE READY TO HELP SOLVE YOUR TAX PROBLEM

At Lewis Financial Group we know that you want to make the best 1031 DST Replacement Property decision.  In order to do that, you need true professional 1031 Exchange DST advice.  The problem confronting you is the large tax problem, which makes you feel worried and overwhelmed with decisions.  We believe with our professional guidance you can invest with confidence and sleep well at night.  

We understand your tax problem, and also your concern about evaluating 1031 Exchange DST Replacement Properties, which is why we, with our 35+ years of tax-advantaged investment experience (CPA, CFP®), can solve your problem and eliminate your worries.

Here's how we do it:  

  1. Help you find the best institutional Qualified Intermediary (QI) to escrow your sales proceeds, as required by IRS regulations. 
  2. Help you find, evaluate, and acquire the best available, professionally managed DST 1031 Replacement Property(s) investment that best meets your goals and income need.
  3. Help you complete the DST purchase paperwork that you will be able to digitally sign.  We will forward the signed paperwork to the QI and DST Sponsor.  You will then begin receiving your monthly “mailbox money”, so that you can kick back, relax, and enjoy life.

Contact us today, Schedule a No Cost Consultation with Craig. In the meantime, take some time to view DST properties that my Firm has evaluated and approved for our 1031 Exchange clients.  Stop worrying about making a 1031 Exchange mistake resulting in you writing a large tax check.  Instead, feel relief that you chose the right 1031 Exchange DST Professionals, so you can sleep better at night.  “What a Difference a Day Makes” working with Craig and his professional team.