(Ind/Fam & MEDICARE)
(Strategies to transfer funds
from Pre-Tax to After-Tax)
(Conventional Executive & Group)
Sectors, Structures, Geography
Non-Traded, Hard to Access
txclusive Opportunities
short-term commitment-with no loan dacuments,
no personal guarantees, no financial underwiing)
Chilldren /. Grandchildren/ Charities
while producing income and/or growth
with Endowment-Style Portfollos
.Income (Active & Passive)
•Capltal Gains
Sale of Investment Real Estate
Sale of Non-Real Estate
Sale of Business
• Cost Segregation
.R&D Tax Credit
Bonds Preferred Notes
(Market Linked Products- MLPS)
Blended & Customized
Development | Established | Distressed
Manulactured Housing Sell Storcge & Recreational
Mullfomv BIR (Build fo Rent
Hospitality / Industric! 1 Infrostructure Commercial
Agriculture / Life Sclence / Senior & Student Housing / Other
CLOs
(not to confuse with CDOs of the “Big Shorf”)
(206) 418-6658 talk / (301) 323-8767 talk & text
richard@ashirafinancial.com
Richard looks forward to assisting you, your family and your business with your investment, insurance and benefit needs. His clients appreciate that he and his team are consultative and are able to give them access to and integrate strategies not available through many advisors.
(206) 953-8207/ esti@ashirafinancial.com
Esti runs the operations and marketing for Ashira Financial, although her first love is “SFX – Special Effects” in movies and film. She is a life insurance agent and specializes in guiding clients through applications and keeping your process moving smoothly.
(206) 501-6723 / sharon@ashirafinancial.com
A mother with five children, and a child that was seriously ill, Sharon appreciates the importance of Health Insurance and understands the medical system. Her clients appreciate her caring nature and professional guidance as they evaluate and choose their individual/family plans or help them navigate Medicare and the various options.
