Review Financial Planning & Real Estate Services In florida, united-states
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Financial Planning & Real Estate Services
21662 High Country Dr
Orange,Others
Florida,United-states - 92679
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Detailed description is To assist clients in Creating Wealth through the Purchase, Sale and Harvesting the Personal Residence by using IRC: 121 for a Tax-Free gain up to $500,000.
MY MISSION STATEMENT TO MY CLIENTS:.
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To assist my clients in Creating Wealth through the Purchase, Sale and Harvesting of the Personal Residence by using IRC: 121 for a Tax-Free gain of up to $500,000..
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To provide the critical Tax Information and Options on Tax Issues to Reduce, Defer, or Eliminate Current and Future Taxes.
This involves the use of proper Leverage on the Personal Residence, 1031 Exchanges of Income Property, Self-Directed Real Estate & Roth IRA's and the use of AITD's for a high Cap-Plus Return..
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To Conserve Wealth with Estate Planning Techniques including Wills, Trust, Property Ownership Titles, Annual Gift Giving and Estate Plan Testing for Liquidity..
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To Pass Wealth to Future Generations - Explaining the Opportunity, presented by the Rule Against Perpetuities, (Lives in Being plus 21 years).
The fact that we have ability to plan forward for your future yet unborn Grandchildren and Great Grandchildren.
The ability to use Trust Provisions to Sprinkle Assets into their lives at special times such as College, Wedding, Birth of their future children or Funds to start a Future Business.
All this is Possible with Trust Provisions and Planning.
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ED MC CLEMENTS, ChFC, MSFS, CLU.
WWW.EdRealEstate.com.
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Background & Accomplishments.
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Over 25 years of Real Estate and Financial Planning Experience.
ChFC - Charter Financial Consultant – Degree in 1984.
MSFS – Master of Science in Financial Services – Master Degree in 1984.
CLU – Charter Life Underwriter – Degree 1968.
General Manager – Professional Real Estate Investment & Financial Planning Group.
Author of Free EBook “Home $weet Home”.
Specialist in First Time Buyers and Leasing..
Specialist in Short Sales, Loan Modification, and Foreclosure – ALTERNATIVES.
Life Member Million Dollar Roundtable.
National Leader in Employee Benefits 1980 to 1984 – John Hancock Mutual Life Insurance.
Co-Founder of Dana Point Community Bank.
Creator of www.ProverbsforWisdom.com – Ministry on the Book of Proverbs.
Dir.
Cause Marketing & Student Funds – www.CharitableGivingFoundation.org.
Married to Carol for 52 years, father of 4 & grandfather of 10, now living in Rancho Santa Margarita, CA.
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Established in the recent years Financial Planning & Real Estate Services in orange , florida in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this Financial Planning & Real Estate Services is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
Frequently Asked Questions About This Location