Advisor InkĀ Financial
Let our team help you get your financial house in order.
Click here to Engage for PlanningPersonal & Estate
Planning
Letter for Engagement
Get your financial house in order with personal planning strategies for preserving your wealth, and protecting your assets.
$997.00
Personal, Business & Real Estate Planning
Letter for Engagement
This package includes strategies for highly appreciated assets, and real estate investments that has saved millions in taxes.
$1,497.00
Personal, Business & Real Estate Planning
Letter for Engagement
This package includes financial strategies and planning for your highly appreciated assets and real estate planning.
$2,997.00
Jeff Boyce
Boyce Homes
"Real Estate Planning for highly appreciated assets was completed for Jeff and his partners. The partners were all concerned with substantial capital gains and little to no 1031 opportunities. We were introduced to Roger A. Rekate, CPA, Wealth & Tax advisor, who showed us the Deferred Sales Trust Strategy and we were able to save millions in taxes."
Dr. Tom Sarna
Half Moon O.M.S.
"I have appreciated the efforts Advisor Ink Financial has given our company to help save an estimated 50% per year over year in taxes.
Roger A. Rekate CPA, Wealth & Tax advisor, has given us strategies and solutions holistically to implement for our planning and investments to meet our goals."
