We Focus on the Important Stuff…
Our financial lives are mostly about making better, more informed decisions and achieving objectives. We strive to help clients with both!
Although we have provided comprehensive financial advice for over thirty years, we focus our experience and expertise on the two most important assets clients have:
Real Estate and Investments.
#1031 REAL ESTATE EXCHANGES
We specialize in exchanging California rental, investment and vineyard properties into an institutional quality, income producing and diversified real estate portfolio. For the replacement property, we utilize a Delaware Statutory Trust (DST), the vehicle of choice for qualified investors (IRS Revenue Ruling 2004-86).
INVESTMENT MANAGEMENT
We design and manage, on a Fee Only Basis, our clients’ portfolios to be consistent with their most important criteria: Objectives, Risk Tolerance and Time horizon. To implement the Approved Strategies, we use the resources of a global provider of asset management, investment processing and investment operation solutions.
PLANNING AND ADVICE
Planning in its many forms provides the roadmap to the achievement of our clients’ objectives. Whether it is retirement, estate, tax, or long-term care planning, we will provide relevant and objective advice to our clients so that they can make better, more informed decisions.
Eviction Ordinances & Potential Cash Flow Crises for Landlords!
In addition to ordinances adopted by Sonoma County, Governor Newsom issued Executive Order N-37-20 on March 27, 2020, to stop the eviction of tenants for non-payment of rents related to the COVID 19 pandemic. Durations vary but Sonoma County’s ordinance will remain in effect for 60-days after local emergencies are ended. When expenses continue but the income is compromised, landlords may face a potentially serious cash flow crunch. We are very experienced in managing business and personal cash flow issues and financial crises. Call Dieter Thurow at 707-431-8898 for a complimentary consultation.
“Our Financial Life is a Journey, not a Destination. Let a Trusted Advisor guide you!”