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Certified Probate Real Estate Specialist |
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PHONE: 1 (941) 363-1375 or 800-333-0801
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About Ken Wheeler Jr. Assisting to Preserve, Maintain and Build Client Wealth
Ken Wheeler Jr. C.P.R.E.S Principal Tax Reduction Services - Real Estate & Asset Titling - Exit Plans LegacyChange - 1LessTax - 1031FEC Office: 941.363.1375 Direct Phone: 515.238.9266
C.P.R.E.S Certified Probate Real Estate Specialist. Since 1983 Ken Wheeler Jr. has assisted professional advisors to business owners and principals transitioning stock and asset ownership while considering alternatives to maintain financial and estate planning goals. Ken feels that tax considerations are second only to what an owner perceives most important for one's family estate plan goals. He Studied Agriculture Business at Iowa State University. A general contractor for 15 years, a licensed real estate professional for 39 years, Real Estate Broker for 38 years, also a financial advisor for over 25 years, yields experience with property transfer, mergers, acquisitions, business plans, master (comprehensive) planning, family legacy planning, business continuation, business valuation, finance, tax-deferred and tax deductible exchanges. Moving operations from Iowa, his home state, to Florida in 2012, Ken is the principal and founder of Financial Exchange Coterie, LegacyChange, 1031FEC, and 1LessTax with the 1LessTax Asset Team, Annuity Sale, and Land Trust Nominee Trustee inclusions. Ken Wheeler Jr. LinkedIn Profile Past Member: Greater Des Moines Partnership Grimes Chamber of Commerce Iowa
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Tax Deferral & Tax Elimination Strategies for Owners of Annuities, Antiques, Collectables, Land, Real Estate, Retirement Plans, Business Entities, Stocks, REITs, Mutual Funds, ETFs, Crypto-currency, Commodities, Fungible or Non-Fungible Tokens, Metals, and Other Tangible-Intangible Assets |
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