At Engaging Women in Wealth, led by Rancho Santa Fe financial advisor Deb Sims, our strategic partners include:
Estate Management Group
Based in San Diego, Estate Management Group offers fee-based asset portfolio management, tax-efficient financial strategies, estate and charitable planning, and wealth plans for family legacy. Clients include clients of wealth, women, and business owners who want to plan for their financial future and protect their family legacy, as well as foundations.
Learn more about Estate Management Group here: http://estatemanagementgroup.com/
1031 Exchange Alternatives
Looking for an alternative to a 1031 exchange?
For more information about alternatives to 1031 exchanges, please contact Deborah Sims for details.