History
Our mission is to teach you how to keep your money working hard for you.
Specialties
From simple to complex transactions you can count on our experienced team of exchange facilitators for the expertise you need to reduce or defer your capital gains tax so you can build your wealth easier and faster. Carl Worden III is a financial services consultant who has helped many people, from all walks of life, successfully defer taxes on the sale of real estate and other assets. He has made himself the consultant for tax deferral and financial advice. With him, the client has access to many professionals-in-one location: financial advisor, real estate agent, real estate investor, 1031 exchange accommodator as well as some of the best CPA's, tax attorneys etc in the country. Whatever is needed for each individual client. Carl reaches out to the community by teaching tax deferral options at more than 75 different real estate offices throughout the Bay Area, and is now taking his professional services nationwide to help many more successfully manage their retirement and financial options.