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Free Education & Resources

However you love to learn – videos, live events, archived events, special reports, articles, or more, DFY produces, free, consistent, and valuable content every single week. Click the buttons below to be taken to the topic you are wanting to learn more about.

Real Estate Investing

Watch This Recorded Step-By-Step Presentation To Learn The 4 Ways Real Estate Trumps Almost Any Other Investment, And The 4 Keys To Long-Term Real Estate Success

What is financial freedom?

Financial freedom means being in control of your money rather than letting money control you. This involves learning how to budget and manage your finances, eliminating debt, developing your income-earning potential, setting up short-term and emergency savings, and leveraging your investment options.

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How do I achieve financial freedom?

Financial freedom is attained when you can stop working and maintain your current income and standard of living. Financial freedom is less about net worth, or nest egg accumulation, and far more about income replacement through investments that generate residual, spendable, cash flows without depleting an account balance.

Income Replacement Estimate

An IRE Only Takes A Few Minutes, But Can Change The Trajectory Of Your Financial Future

How do I plan for retirement?

Planning for retirement starts with calculating how much money you will need to support your cost of living when you retire. Your retirement income could include social security, pensions, money invested in portfolios, and other savings and investments.

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Use Our Online Tool:

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Mortgage Financing

A Partnership That Brings You The Best Of The Best Of Investment Financing

A Mortgage Loan Partnership
Designed With You In Mind

Two Companies, One Purpose…

Our partnership exists to make sure you get the information,
the loan products, and the customer service you deserve.



1031 Exchanges

Download The Only 1031 Exchange Resource Guide You Will Ever Need

How does a 1031 Exchange work?

As outlined under Section 1031 of the U.S. Internal Revenue Code, when you sell an investment property and reinvest the proceeds in like-kind property of equal or greater value within a certain time limit, you are eligible to waive capital gains tax as a 1031 Exchange.

Be Smart With Your Retirement
Investments With A 1031 Exchange:

Need to know the rules, the do’s and the don’ts, and the important timelines? Get access to the Ultimate Guide For 1031 Exchanges and find out if a 1031 Exchange is right for you:

Defer Taxes

We’ll help you sell your current investment property and then reinvest in a new property without losing money from capital gains taxes. 

Leverage Gains

Deferring taxes means more money to reinvest in a property with higher investment benefits. We’ll help you find a property that makes you more money. 

Ease Management

Consolidate many properties into one, or exchange a high-maintenance property for a low-maintenance property to save yourself time and hassle. 

Self-Directed IRA

Read A Brief Description And Watch A Video From An Industry Expert

What Is A Self Directed IRA?

A self-directed IRA is a type of traditional or Roth IRA that allows you to invest in a variety of different things, including real estate. Typically, to start your investment process, you find a custodian to help set up your self-directed IRA. We help you find a custodian that will work with you to get your money in one place, and then our team helps you find a real estate property that fits your future goals. Once we help you identify a real, tangible, cash-flowing investment property, we handle all the details, and put you in control of your retirement, so you can start replacing your income one property at at time. Real estate is a great investment option because it comes with cash-flow from rent, potential equity growth, and can even hedge inflation for you.

Find a great property.

With self-directed IRA’s, due-diligence matters. That’s where DFY comes in. We find properties for you in locations that set you up for financial, and retirement success. We help you drastically simplify an otherwise complicated transaction process.

Get the right IRA Custodian for you.

When working with IRA’s, you want to make sure your custodian has your best interests at heart. Here at DFY we are all about putting our customers first which means helping you find the perfect custodian for your investment future.

Make a money plan.

It’s important to know just how much you can spend. DFY will help make you a plan and help you invest enough money to generate cash flow to cover your property’s upkeep, and much more. Your goal is to have your real estate cover your expenses and deliver you lifestyle.

Insurance Services

DFY Can Introduce You To Licensed Individuals Who Can Give You The Best Rates Around

Home Owner’s Insurance

Home insurance is necessary to protect not just your belongings, but also your physical home. While no amount of money can replace many important items in your home or the time and effort you took to make a house your home, insurance is there to at least make the start over process a little easier. Remember there is no penalty to switch home insurance companies. Rates are always changing so it is only to your benefit to shop your home insurance rates and make sure you are getting the best coverage at the best rates.

Auto Insurance

Auto Insurance can cover you, your passengers and your vehicle for up to six different risks; Bodily injury liability, Medical, Property damage, Collision, Comprehensive and Uninsured motorists. Remember that auto insurance is more than just a great rate. It is protection for you and your family. Our agents will offer a consultation to make sure you have the proper coverage so that you are not susceptible to a lawsuit.

Umbrella Insurance

Umbrella insurance refers to a liability insurance policy that protects the assets and future income of the name insured in addition to his or her primary policies. It is distinguished from excess insurance in that excess coverage goes into effect only when all underlying policies are totally exhausted, while umbrella is able to “drop down” to fill coverage gaps in underlying policies.

Give Us A Call If You Want To Save Money

To LLC or Not to LLC

Should You Open An LLC For Your Real Estate Investments Or Not… What Is The Right Strategy? Industry Expert, Brad Jacobson, Breaks It Down For You

Should You Open An LLC?

Brad counsels clients on mergers and acquisitions, federal and state securities law compliance, forming and financing startup businesses and matters relating to the sale of cryptocurrencies and digital tokens. He has extensive experience in private placements and other private securities transactions, Rule 506 offerings, and corporate governance matters.

Brad is the Chair-Elect to the Utah Bar Securities Section. He frequently speaks and publishes articles regarding corporate startup, securities law compliance, cryptocurrencies, and capital raising matters.

DFY Explained

5 Videos And 5 Ways DFY Can Serve You Better Than The Other Guys Can

What is done for you real estate investing?

A real estate investment company performs the research, finding, financing, renting out and managing of your investment. This means that while you may be a more passive participant, you still retain the ownership and therefore the risk of the investment, but you also retain the profits, gains, and tax benefits of your real estate.

Real Estate Investing…

Investing With A Plan
And On Purpose

Removing The Limits
of Geography

Cutting Your Down
Payment In Half

Increasing ROI And
Cash Flow

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Replace Your Income


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