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(855) 348-2677
todd@colbyjacksonadvisors.com

Tax Efficient Investment Strategies

Ensuring the wealth, you have accumulated throughout your lifetime is kept intact for future generations takes preparation and planning. We help provide the strategic guidance for investing in private markets which can boost returns, reduce volatility, and diversify your portfolio.

What I do
Unlock the Potential of Private Market Real Estate

We help accredited investors pursue their financial goals through tax advantaged private market solutions such as Delaware Statutory Trusts, Opportunity Zones, Bonus Depreciation, and Private Credit.

WELCOME
A Smarter Approach to Your Financial Life

We believe great financial guidance starts with listening. Before recommending a single strategy, we take time to understand your goals, your timeline, and the life you're building toward for you and your heirs. Our process is thorough, transparent, and built around the way you think about money — not the other way around.

My Solutions
Private Market Guidance for Trusted Advisors

Every financial situation is different. we partner with professionals such as Accountants/CPAs, Attorney's and Real Estate advisors to become a meaningful member of their team offering expert guidance for their accredited investor clients in matters concerning 1031 exchanges, and various tax mitigation strategies using private market solutions


For Tax Professionals

CPAs amd Accountants strive to compliantly reduce their clients tax obligations. Understanding how alternative private market solutions such as DSTs, Opportunity Zones and Bonus Depreciation can help their accredited investor clients helps to ensure that their clients are keeping every dollar that they have earned and are entitled to. 


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For Attorney's

Real Estate, and Trust & Estate attorney's play a critical role in protecting and maximizing generational wealth. Understanding how private market solutions can help with those objectives in critical. 

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For Real Estate Professionals

Baby Boomers hold trillions of dollars of investment real estate. Many of them would welcome the opportunity to sell but they are terrified of the tax consequences of having a broken 1031 and do not understand their options. Understanding how private market options can help those clients is fundemental in guiding them to a successful outcome for them and their heirs.

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How To Get Started

About My Firm
Built on Discipline. Driven by Your Goals.

We founded this practice with a clear philosophy: your financial strategy should be as intentional as the life you're building. Over the years, we have worked with individuals, families, and business owners to develop structured plans that adapt with their needs. Our approach is analytical, our communication is direct, and our focus is always on helping you pursue the outcomes that matter most. We don't believe in one-size-fits-all solutions — We believe in doing the work to get it right.

The Process
A Proven Framework for Pursuing Your Goals

Great planning doesn't happen by accident. My three-step process is designed to bring clarity, structure, and confidence to every financial decision you make.

1. Assess
Understand Your Full Picture

We start by reviewing your finances, goals, risk tolerance, and time horizon to build a complete understanding of where you stand.

2. Strategize
Build a Plan That Fits

Using what we've uncovered, We will design a customized strategy aligned with your objectives and the realities of today's markets.

3. Implement & Monitor
Stay on Track as Life Evolves

We'll put your plan into motion and provide ongoing oversight — adjusting as your life, goals, and market conditions change.

Let's Plan Your Future

My Resources
Insights to Keep You Informed

Staying informed is part of staying on course. Explore my latest resources for timely insights, practical strategies, and the kind of financial education that makes a difference.

How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.
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Can I Create a Roth if I’m Over the Income Limit?

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.
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Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
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Get Started
Ready to Take the Next Step?

If you're looking for a structured, research-driven approach to your financial life, I'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Plan Your Future