Stephen Shloss CFP Financial and Real Estate Strategist
About
Stephen Shloss CFP Financial and Real Estate Strategist is from Orange County, California, United States. Stephen is currently President at Castle Financial - CFP®. Stephen also works as President - Real Estate and Investments at Castle Real Estate Group, a job Stephen has held since Aug 2007.
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Stephen Shloss CFP Financial and Real Estate Strategist's current jobs
We provide comprehensive Financial Planning, focusing on creating detailed strategies which address the 6 key areas of your personal or business' financial life: Financial Position, Protection Planning - Risk Management , Wealth Accumulation , Tax Strategies, Retirement Planning and Estate Planning.
The Castle Real Estate Group is a residential and Commercial Brokerage. When you work with us - we treat you as a partner, working side by side with you to make the selling or purchase trasaction smooth and equitable. My specialty is working with investors who want to purchase or sell investment properties, utilize tax deferred exchanges (1031 tax deferred exchanges) or incorporate real estate into their financial picture. I help my clients analyze the tax benefits, cash flow of the investment, balance sheets and determine what is best suited for their needs. Vacation Rental - Unique Properties *2-4 Unit Investment Property *Multi-family Investment Property (5+ Units) *1031 - Tax Deferred Exchanges Commercial Single Tenant Investment