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For Immediate Assistance call (800) 466-2003
 About 1031 Exchange Alternatives, Inc.
Successful Financial Planning for Families
What you get...
Comprehensive financial planning based on your unique family dynamics:
- Increase Your Holdings
- Protect & Preserve Capital
- Plan the Distribution of Assets during life and beyond...
Retirement Planning Mutual Funds
Qualified Plans 401(k)s
Chaitable Gifting 403 (b)s
IRA's Financial Planning
Rollover IRA's Estate Planning
Insurance Annuities
SEPs Alternative Investments
Trust Titling
1031 Exchanges 721 Exchanges
1035 Exchanges REITS
How you get it...
Employing a disciplined process using the 13 Wealth Management Issues Spreadsheet:
- Strategy, with your input, based on your individual needs and objectives
- We have vast resources available through our firm
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Service is delivered locally in a highly personalized and unparalelled way
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Issue |
Action Plan |
Action Date |
1. Investment Planning
Alternative Investment Planning |
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| 2. Insurance Planning |
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| 3. Liabilities Planning |
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| 4. Qualified Retirement Plan/IRA |
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| 5. Stock Options Strategy |
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| 6. Business Succession Planning |
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| 7. Durable Power of Attorney |
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| 8. Gifting to Children/Descendents |
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| 9. Charitable Gifting |
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| 10. Titling of Assets |
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| 11. Executor/Trustee Designation |
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| 12. Distribution of Wealth at Death |
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| 13. Charitable Inclination/Legacy Planning |
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Team 1031 Exchange Alternatives |
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Securities offered through Sigma Financial Corp. Member FINRA, SIPC
1031 Exchange Alternatives is a registered trade name of Midwest Brokers, Inc.
FINRA Website - www.finra.org
SIPC Website -
www.sipc.org
Web Design/Hosting by
POC Web Services
www.POC.us or www.Pinnacle-Club.com
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