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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:
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.
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.
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.
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.
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 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 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.
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.
Watch three brief videos to help you redefine your retirement, and begin replacing your income one simple investment property at a time. Learn how traditional retirement planning has failed millions of Americans, see how conservative real estate can act as the solution to the retirement crisis, and see real life results with real life real estate investment for real life people like you.
Meet with us and receive a free, personalized Income Replacement Estimate (IRE). Your IRE will show you a step-by-step plan of how you can begin replacing your income one property at a time starting right away, with the resources you already have. An IRE only takes a few minutes but can change the trajectory of your financial future. Enter Your Info Below To Get Started:
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