Fosbenner Financial, LLC focuses on custom investment plans for clients, ensuring all their needs and requirements are met for their 1031 exchanges, 1033 exchanges, tax gain deferral strategeies and overall financial portfolios. 

Some of theirfocuses include securitized real estate via the Delaware Statutory Trust (DST) and Tenant-In-Common (TIC) custom offerings for 1031 and 1033 exchanges, Qualified Opportunity Zone Fund's for tax deferral on business sales and other appreciated assets, alternative Reg-D private placements for non-traditional portfolio diversification, retirement account planning, and many other investment needs. 

Amy Fosbenner works with Attorneys, CPA’s, Real Estate professionals, Qualified Intermediaries (QI’s), underwriters, investors and more nationwide, to provide the highest level of competent service for investors, professionals and their clients. 

Fosbenner Financial, LLC

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Fosbenner Financial, LLC

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