Liquidity is a key concept in the investment world. As you acquire or sell assets, a critical consideration is how the asset, or its sale, will impact your short- and long-term financial health. Does it expose you to increased risk or protect your financial security? Does the asset generate a regular income, or can you convert it to cash quickly in an emergency?
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Reef Point LLC was founded by Gregory H. Reese who is one of only 13 Trustees in the US for Deferred Sales Trusts.
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Contact
3525 Hyland Ave., Suite 145
Costa Mesa, CA 92626
714-581-5376
info@reefpointusa.com
As an authorized and approved Trustee for the Deferred Sales Trust and Member of the Estate Planning Team (EPT), Reef Point, LLC promotes the use of the Deferred Sales Trust™ or other estate planning techniques and is not responsible for recommendations made by other members of the Estate Planning Team, including the Deferred Sales Trust or other tax, legal or estate planning strategies.