Incoming Sales regarding Finance and Real Estate

[Robert Hetsler]

I receive a significant amount of incoming telephone calls regarding 1031 Exchanges and locating specifically.  I refer out or locate $200 Million plus a year in real estate closed deals.  Further, I own one of the 5 largest (facilitate retirement division in divorce) and a large portion of my clients are looking to utilize their retirement income to purchase income producing real estate or traditional marketable securities. I have deals in place with Charles Schwab, Morgan Stanley, and TD Ameritrade who will handle the rollovers and we could easily refer out between 2-5 Million a month out in money management if we had someone that could just facilitate the referral and ensure the connection is made between our client and the Wealth Manager. However, in December this year I am finalizing all the paperwork with the intent to open my own Register Investment Advisor firm but for now we are not providing any advice on the Financial Management, just a referral. However, on the real estate side, we will assist them with the purchase of real estate within their IRA. Please email me if interested