Building a Bridge for Your Financial Dreams
Xtramile Financial Group’s goal is to guide business owners, high-net-worth individuals and retirees to their ideal version of financial fulfilment. At Xtramile Financial Group, we understand that after-tax wealth is what truly matters, and our team of professionals will go the Xtramile to create a game plan designed to help optimize for your financial goals. See Our StoryOur Comprehensive Capabilities
Our team specializes in finding ways to help you reach your financial goals, using the full spectrum of coordinated financial services, including tax-focused strategies for real estate investing, estate and retirement planning, risk management and more. Together with the professionals at Mariner, our team leverages decades of combined experience to assess your business and personal financial strategy to create a roadmap that serves your specific objectives. Wealth doesn’t happen by chance–our guidance seeks to lay the groundwork for reaching your goals, whether you’re building a real estate empire or leaning into long-term investments.
Real Estate Investing
Investing is never static–even when you’re waiting, there are many factors at play. Xtramile’s team of professionals focuses on finding ways to maximize every part of the process, including tax planning and strategy to help you make the most of your investments. If real estate investing is part of your strategy, there are tools available, such as 1031 Exchanges, 721 UPREIT Exchanges and Qualified Opportunity Zones, that can help minimize your tax burden and transition smoothly between active and passive investment vehicles.
Trading for Tax Relief
Real estate investors can sidestep costly capital gains taxes by completing a 1031 exchange. A 1031 exchange is a way for real estate investors to sell a property and reinvest the proceeds in a similar (or “like-kind”) property, deferring capital gains taxes that would otherwise be due upon the sale. It is named after Section 1031 of the IRS tax code and is also known as a “like-kind exchange.”
The Three-Step Process
Keep your money in motion–learn more about how to manage your real estate investments using tax-focused strategies
Volatility returns as global risks rise
The S&P 500 finished the month of March down 5.0%, bringing year-to-date losses to 4.3%. There were very few places to hide, as 10-year Treasury yields rose from 3.96% to 4.32%, gold declined 11%, and international equities underperformed their domestic...
Risk awareness and diversification 2.0 taking root
The S&P 500 finished the month down 0.8%, bringing year-to-date returns to 0.7%1. During our Crystal Ball Outlook, we outlined 2026 as the year of “Risk Awareness and Diversification 2.0 (RAD),” calling for broader leadership across the market, not just within the...
Déjà vu starting to play out
“Déjà vu confirms a faithful path worth taking.”– T.F. Hodge Folks familiar with me know I like to use themes when discussing my economic and capital market views. I tend to view the economy (and much else in life) in a historical context. Why? Just because this is a...