Contact: 609.654.9700 | info@woloshinllc.com

Services

American Fiduciary Services, LLC
Trustee Services

To manage one of the biggest investments of your life, American Fiduciary Services acts as your trustee to protect your assets from undue taxation on capital gain and state income taxes.

As your trustee, we perform due diligence on a regular basis to reveiw progress and performance of the trust assets. We follow the terms of the promissory note and ensure that the note holder is always a creditor of the DST. We build the asset allocation based on the expectations you set with us. We ensure all payments made to the note holder are delivered in a timely and accurate fashion as per the terms of the promissory note.

The trustee will coordinate a timely review of the performance of these assets with the Note Holder, the Advisor, the Attorrney, and the CPA. The trustee will supervise and report installment payments to the note holder and pay all fees agreed upon with associated parties.

American Fiduciary Services, LLC is an approved DST Trustee.

Woloshin Investment Management, LLC
Financial Services

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management team uses a holistic approach to help meet your financial goals.

We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.

We can also refer to professionals that provide the following services: Tax Planning, Estate Planning, Charitable Giving, Probate, and Trusts.

Our Sole Focus Is You!

We’re committed to helping you achieve the retirement you want…

We help individuals and families achieve their financial goals, because we believe everyone deserves a confident, independent retirement.

We’ll work with you to design the Tax Deferral Strategy you want – so you can find your happily ever after.

Links

Contact

Phone: 609.654.9700
Fax: 609.654.2777

Email: info@woloshinllc.com

Our Location

40 N Main St.
Medford, NJ 08055

Financial Services
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