Financial Planning
First American works with each client on an individual basis to analyze and identify the most effective ways to work toward meeting financial goals.
1031 Exchange - Aircraft & Vessel
First American Exchange Company provides services as a qualified intermediary in tax deferred exchanges of aircraft and vessels, allowing for the deferral of capital gains tax on the transaction.
1031 Tax Deferred Exchange
First American provides qualified, intermediary services for the deferral of capital gains on the transfer of investment real estate, personal property, aircraft and vessels using a delayed, reverse or build to suit exchange.
Financial Planning Services
First American offers programs created to proactively provide extended levels of financial services and planning on a tailored basis to clients.
