Amy Fosbenner
Fosbenner Financial, LLC
Real Estate InvestmentAbout Amy
Amy J. Fosbenner, President and Founder of Fosbenner Financial, LLC, focuses on custom investment plans for clients who seek various tax efficient investment opportunities to satisfy their needs and requirements for: 1031 Exchanges, Opportunity Zone Fund usage, 1033 Exchanges, and Direct Alternative Private Placement Investments. She utilizes securitized real estate via the Delaware Statutory Trust (DST) and Tenant-In-Common (TIC) custom offerings for 1031 and 1033 exchanges, Qualified Opportunity Zone Fund's (QOZF’s) for tax deferral on business sales, stock sales and other appreciated assets, alternative Reg-D private placements for non-traditional portfolio diversification, and other strategies for high-net-worth individuals and real estate professionals, for each’s individual investment needs. Amy holistically assesses each person's circumstance to calculate a plan for exposure to alternative tax efficient real estate investments, which ultimately allows clients to achieve financial freedom, so they may have the opportunity to pursue their passions and reap the benefits of their earned and well-deserved success. Amy works for investors alongside their Attorney’s, CPA’s/Accountant’s, Real Estate Professionals, Qualified Intermediaries (QI’s), Underwriters, and Financial Advisors, on a national scale, to provide the highest level of competent service for her clients, ensuring their tax deferral needs are met with ease, expertise, and professionalism. Specialties: 1031 exchanges, Delaware Statutory Trusts, DST's, reg-d private placements, 721 Exchanges, 721 UPREIT”s, securitized real estate, opportunity zones, QOZF’s, Tenant-in-Common (TIC’s), tax deferral, Commercial Real Estate, wealth preservation, tax efficiency, real estate strategist, financial advisor, registered representative, financial planning, 2004-86, 1031 DST, and 1033 Exchanges. . Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through DAI Wealth, LLC., an SEC Registered Investment Advisory Firm. DAIS and DAIW are affiliated companies. Fosbenner Financial, LLC is unaffiliated with DAIS and DAIW.