Tweed Financial Services, Inc. |
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Jim LundCERTIFIED FINANCIAL PLANNER™
Phone: 626-588-1520 ext. 106
Jim A. Lund joined Tweed Financial Services, Inc. in 2005. Jim oversees client acquisition and will be assisting clients with the analysis of investment tax issues and 1031 exchanges. As a CERTIFIED FINANCIAL PLANNER™, Jim has extensive experience in retirement planning, and investment analysis and portfolio development. He has spent more than 15 years assisting public sector and non-profit employees establish, fund and invest tax-deferred retirement savings. Jim’s knowledge of tax preparation and the tax implications of financial transactions has played a crucial role in solving complex tax issues and enabling individuals to minimize and defer capital gains taxes. A native of southern California, he is very familiar with local real estate markets, laws impacting real estate investments, 1031 exchanges and with the dilemmas faced by property owners. “My job is to help our clients optimize the after-tax return they realize from their investments,” explains Jim. “Typically that involves a mix of financial planning, tax analysis and investment suitability, which is a good fit with my experience and training.” 1031 exchanges allow businesses and individuals to defer the recognition of the capital gains or other taxes associated with the sale of most business or investment assets, as long as new assets are purchased to replace the existing assets. Most tax deferred exchanges are structured either as a real property or a personal property exchange. Real property exchanges include only interests in real property, while personal property exchanges encompass virtually all other types of property. As well as being a CFP, Jim holds his Series 7, 63 and 24 FINRA licenses. 
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2060 Huntington Drive Suite 1 Phone: (626) 588-1520 |
The material contained herein does not constitute an offer to buy or sell any real estate, securities, or insurance. Such offers are made only by a sponsor's memorandum or prospectus or contract which should be read and understood before investing As with any real estate investment there are various risks, including but not limited to: illiquidity, limited transferability, and variation in occupancy which may negatively impact cash flow, and even cause a loss of principal. There are material risks associated with the ownership of investments. Some investments are only available to suitable accredited investors. The views expressed in the enclosed articles are those of the author and the information was deemed reliable as of the date the article was first published, but is not garunteed.
Securities products offered through Concorde Investment Services, LLC, member FINRA/SIPC. Advisory services offered through Tweed Financial Services, Inc., a registered investment advisor. Tweed Financial Services, Inc. is independent of Concorde Investment Services, LLC. Tweed Financial Services, Inc. and Concorde Investment Services, LLC do not provide tax or legal advice.
Robert Tweed is affiliated with Exeter 1031 Exchange Services. Robert Tweed, President of Tweed Financial Services, Inc. holds an ownership position in The Exeter Group, LLC, a qualified intermediary for 1031 exchanges. Tweed Financial Services, Inc. and The Exeter Group are independent companies and each is responsible for its own business. Clients of Tweed Financial Services are free to select any qualified intermediary for their 1031 exchange escrow needs.