RVPII Consulting, Inc.

Personal Financial Consultants Invested in Your Success

Financial consultant in Setauket- East Setauket, NY (show on map)

5.0

★★★★★

3 reviews

RVPII Consulting offers comprehensive financial planning services for families, business owners, and real estate investors, focusing on 1031 exchanges, retirement planning, and wealth management.

Call (631) 937-3475

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About

RVPII Consulting is a family, business, and real estate financial consulting firm dedicated to creating customized financial plans that align with clients' values and goals. Specializing in 1031 exchange consulting, retirement planning, and investment goal setting, the firm offers services such as 1031 exchange replacement property identification, qualified intermediary referrals, and Delaware Statutory Trust (DST) guidance.

With a commitment to honesty, integrity, and transparency, RVPII Consulting works closely with clients from discovery to implementation to ensure their financial success.

Expert 1031 Exchange Consulting

Comprehensive Retirement Planning

Personalized Family Financial Planning

DST and TIC Investment Guidance

Services

1031 Exchange Consulting

Expert guidance on navigating the 1031 exchange process for real estate investors, including qualified intermediary referrals, identification of replacement properties, and Delaware Statutory Trust (DST) options.

Qualified Intermediary Referrals Replacement Property Identification (3 Property Rule, 200% Rule, 95% Rule) DST Guidance and Introduction to Appropriate Tax Professionals

Retirement Planning

Comprehensive retirement planning services, including 401(k) options, SEP IRAs, SIMPLE IRAs, Solo 401(k)s, Profit Sharing Plans, Defined Benefit Plans, Cash Balance Plans, and Roth/Traditional retirement account guidance.

401(k) Options (Traditional, Roth) SEP IRA, SIMPLE IRA, Solo 401(k) Profit Sharing Plans, Defined Benefit Plans, Cash Balance Plans

Family Financial Planning

Personalized financial planning for working families, focusing on investment goal setting, wealth management, retirement planning, and life insurance strategies.

Investment Goal Setting and Wealth Management Retirement Planning Life Insurance Planning

Business Financial Planning

Strategic financial planning for business owners, including traditional business planning, retirement plan implementation, and business protection strategies.

Traditional Business Planning Retirement Plan Implementation and Servicing Business Protection Strategies

Real Estate Investment Financial Planning

End-to-end financial planning for real estate investors, covering 1031 exchange consulting, replacement property identification, and DST guidance.

1031 Exchange Consulting Replacement Property Identification DST Guidance

Tenant-In-Common (TIC) Investments

Guidance on TIC investments, allowing multiple investors to own fractional interests in a property, offering potential for non-recourse debt, diversification, and passive income.

Accommodation for up to 35 investors Potential for non-recourse debt Opportunity for diversification Passive real estate investing

Credentials & Certifications

Financial Planning Expertise

Since 2020

1031 Exchange Consulting

Since 2021

Retirement Planning Services

Since 2019

Reviews

Rating

★★★★★

Reviews

"He was patience, responsive and made himself available."

Frequently Asked Questions

What is a 1031 exchange and how can RVPII Consulting assist? +

A 1031 exchange allows real estate investors to defer capital gains taxes by reinvesting proceeds from the sale of a property into a like-kind property. RVPII Consulting provides expert guidance on the exchange process, including qualified intermediary referrals, identification of replacement properties, and Delaware Statutory Trust (DST) options.

What retirement account options does RVPII Consulting offer? +

RVPII Consulting offers guidance on various retirement account options, including Traditional 401(k), Roth 401(k), SEP IRA, SIMPLE IRA, Solo 401(k), Profit Sharing Plans, Defined Benefit Plans, and Cash Balance Plans, each with unique tax advantages and contribution structures.

How does RVPII Consulting support family financial planning? +

RVPII Consulting provides personalized financial planning for families, focusing on investment goal setting, wealth management, retirement planning, and life insurance strategies to achieve short-term, long-term, and retirement financial goals.

What are the benefits of Tenant-In-Common (TIC) investments? +

TIC investments allow multiple investors to own fractional interests in a property, offering potential for non-recourse debt, diversification, passive income, and the ability to treat the investment as personal property for resale.

How can RVPII Consulting help with real estate investment financial planning? +

RVPII Consulting offers comprehensive financial planning for real estate investors, including 1031 exchange consulting, replacement property identification, DST guidance, and tailored strategies to align with investment goals.