ABOUT KEN WHEELER JR.

CPRES

Certified Probate Real Estate Specialist

Exchange

 Your Annuity

Now & Save Tax

FOR ANNUITY DIVESTING UPDATES

E-MAIL:  ANNUITY TAX SALE PLANS

PHONE:  1 (941) 363-1375

or 800-333-0801

 

SCHEDULE A FREE CONSULTATION

 WITH KEN WHEELER JR,

 ANNUITY TAXATION LEGACY PLANS OTHER  ADVANTAGES

We do not market Insurance Products

GO TO 1LessTax.com HOME

GO TO 1LessTaxAnnuity HOME

GO TO 1LessTax Annuity Taxation

GO TO 1LessTax Team SERVICES

 

OTHER  ANNUITY EXCHANGE FINANCIAL ADVANTAGES * 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

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

 

 

OTHER  ANNUITY, VARIABLE ANNUITY, IRA EXCHANGE FAMILY FINANCIAL ADVANTAGES

 

ASK FOR A QUOTE TO EXCHANGE YOUR ANNUITY, VARIABLE ANNUITY, OR RETIREMENT PLAN (IRA/401k)   

REDUCE TAX    MAINTAIN TAX DEFERRAL    SELL ALL OR PART    SCHEDULE A FREE CONSULTATION

We do not market Insurance Products

 

 

 

_________________________________

 

      Asset Advisor

Ken Wheeler Jr.  CPRES

 

Florida International Business Center

5206 Station Way

Sarasota, FL 34233-3232

------------------------

Office: 941.363.1375

    Mobile Direct: 515.238.9266

National: 800.333.0801 

Voice Message Only: 941.227.3024

Fax: 888.898.6009

Trust Office: 941.363.1375

E-mail Ken   Ken@1LessTax.com

Skype: kenneth.wheeler65

Licensed Real Estate Broker Florida BK3284149 

-----------------------------------

Business Entry - Management - Exit (BEME)

Copyright 2022 K. B. Wheeler Jr. All rights reserved