Brett Mountain

Insight Planning Group, based in Costa Mesa, CA, is a financial services organization dedicated to helping clients achieve their financial aspirations through a personalized planning process. Their approach focuses on understanding clients' unique goals and adjusting strategies as life circumstances change, empowering individuals and families to live their best financial lives. As part of Thrivent, Insight Planning Group offers a comprehensive suite of solutions including investment advice, insurance, and resources geared toward generous living. With a commitment to collaboration and financial clarity, the team strives to be a central resource for clients navigating their financial journeys. Generated from the website

Sari Echo - Real Living Pacific Realty is a trusted and experienced real estate agency located in Costa Mesa, CA. With over 14 years of industry expertise, Sari Stoler, a certified NABPOP agent, leads a team of specialists who provide exceptional service to clients looking to buy or sell homes in Orange County. Sari's team offers a range of services, including personalized consultations, automated email search alerts, loan pre-approval, negotiation assistance, and strategic pricing. They utilize modern tools and technology to ensure a hassle-free and efficient real estate transaction for their clients. Whether you are a buyer or seller, Sari Echo - Real Living Pacific Realty is committed to providing unmatched personal attention and delivering successful results. With a deep understanding of the Orange County community and real estate market, Sari and her team are dedicated to helping clients achieve their real estate goals. Their track record of success, high closing rate, and expertise in short sales make them a reliable choice for anyone looking to navigate the real estate market in Orange County.Generated from the website

Reef Point, LLC, founded by Greg Reese, one of only 13 Trustees in the U.S. for Deferred Sales Trusts, provides DST strategies for deferring capital gains tax and 1031 Exchange Alternatives. A Deferred Sales Trust is a smart and legal way to defer capital gains tax and reduce the overall tax burden on the sale of homes, commercial real estate, businesses, and other highly-appreciated assets.