With over 10 years of experience in financial planning, investments, and finance, I help real estate investors, farmers, and business owners achieve their retirement goals through customized and tax-efficient solutions. I am an Investment Adviser and Advisory Board Member at Insight Investment Advisers, a firm that specializes in helping clients diversify their portfolios and defer taxes using 1031 Exchange strategies, such as Delaware Statutory Trusts (DSTs) and Qualified Opportunity Zone (QOZ) funds.
I also host The Retiring Real Estate Investor Podcast, where I share insights, tips, and case studies on how to leverage 1031 Exchange solutions to retire from active property management and enjoy passive income and appreciation. Whether you are looking for a different solution to sell your property, or you are fed up with traditional advisers who don't understand your specific situation and goals, I invite you to book a time with me and discover how I can help you create a personalized plan for your retirement. You can schedule an appointment here: https://calendly.com/brandon-1031x
Connect:
linkedin.com/in/brandonbruckman
investwithinsight.com
