💰Want to Keep More of Your Hard-Earned Equity? Here's How.

Take a close look at the image below — it tells a story every property owner needs to understand.

Two investors sell their properties for $1,000,000. One chooses to cash out. The other uses a 1031 Exchange. Guess who walks away with $314,000 more to reinvest?

The seller who didn't use a 1031 Exchange took a huge tax hit — federal taxes, state taxes, depreciation recapture, and even Medicare surtaxes. In the end, they’re left with only $686,000 to reinvest.

Meanwhile, the investor who worked with a professional and leveraged a 1031 Exchange walks away with the entire $1,000,000 intact. That’s $314,000 more working for them — compounding, building wealth, and securing their future.

Here's the truth most property owners don’t hear enough:

You don’t have to lose a chunk of your wealth to taxes when you sell. You just need the right strategy — and the right guide.

That’s where I come in.

As a Certified Real Estate Planner and Senior Transition Specialist, I help investors, retirees, and families build, protect, and transfer generational wealth — and 1031 Exchanges are one of the most powerful tools in our toolbox.

Curious how it works? Join me for a Free Seminar

📍Location: MARAVILLA (@senior resource group)

📅 Date: TH 4/17

🕒 Time: 10:30AM

🎤 Topic: “1031 Exchanges: How to Sell Without the Tax Hit”

We'll walk through real scenarios just like the one in the graphic. You’ll learn:

• When and how to use a 1031 Exchange

• What qualifies for tax deferral

• The rules, deadlines, and strategic plays pros use

• How to leverage your equity to upgrade, diversify, and grow wealth

You'll leave knowing how to make smarter moves — whether you're selling today or planning ahead.

Let’s Put Your Equity to Work — Not Give It to the IRS

Your property is one of your greatest assets. Whether you're looking to transition into retirement, grow your portfolio, or simply preserve what you’ve built, this seminar is for you.

🎟 Seats are limited — reserve your spot now! 👉 [registration link]

And if you can't attend but want to learn more, DM me. I’m happy to walk you through it one-on-one.

Let’s create a smart, strategic plan that works for you — not Uncle Sam.