David Cole

I get a kick out of helping real estate investors legally and ethically, keep more of what they earn! During the last 15 years I have enjoyed working as a professional tax strategist and trainer, teaching tax professionals and Realtors about often overlooked areas of the tax code and how these proven strategies can save real estate investors BIG BUCKS on their taxes. Just a little over two years ago Congress approved a real estate friendly retirement plan that allows you and your spouse to be the administrators (NO custodian required). Were you aware that you can have 100% check book control of your retirement monies and that you can rollover your spouses retirement funds into the same account? Did you know you that both Husband and Wife can borrow up to $50,000 each from the plan and use the money for any purpose whatsoever? How about the fact that you can invest your money into the same property as your retirement plan and when the property sells you and your plan make money? (legal agreement required) Financial Design Group, LLC provides expert structuring of real estate friendly self administrated individual Defined Contribution plans. We do not offer investments but rather show our clients how to use their plan to create massive wealth for both today and tomorrow. Over the years Financial Design Group, LLC has gathered together a consortium of professionals consisting of CPA s, Enrolled Agents and Tax Attorney's to better serve the diverse needs of our clients.