FINANCIAL EXCHANGE

1031 FEC
 
Wealth Preservation & Growth

J. E. (Jack) Lucente

1031.1033.721 Exchange Consultant

1031 FEC Exchange Consultant 2004 - Current

Mergers & Acquisitions Intermediary 2004 - Current
Marketing Director & Consultant 1992 - 2004

Securities Principal-Manager 1972 - 1992

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545 West Peralta Avenue
Mesa, Arizona 85210

Voice: (480) 633-7639   National: 800.333.0801

Fax: Toll Free 888-986-4148
E-mail Jack 
PRODUCTS AND SERVICES

  • Asset Transfer Plan Consultation

  • Asset Transfer Information Accumulation  

  • Business Plan Review

  • Strategic Comprehensive Business Planning - Master Plan Development

  • Business Ownership Coaching

  • Asset Valuation

  • Retirement Benefit Analysis

  • Financial-Estate-Philanthropic Planning Projection

  • Business Continuation - Succession Alternatives  

  • Asset Accumulation, Preservation and Transfer Alternatives

  • Environmental and Geological Control Assistance

  • Asset & Financial Prospectus Organization for Mergers and Acquisitions-Transfer Review  

  • Connection and Qualification of Prospective Buyers, Sellers, Lessees & Business Partners

  • Tax-Advantaged Asset Transfer Structuring

  • Tax-Deferred Exchange Alternatives   

  • Financing Alternatives Consultation and Assistance  

  • Asset Transfer Contract Intermediation-Negotiations

  • Employee Transition Considerations

  • Customer-Client Transition Considerations

  •  Business/Property Closing Transaction Assistance

  •  Post-Asset Transfer Service  

 

FINANCE

1031 Exchange Premium Income Investments

 

Request Information about IOWA INVESTMENT OPPORTUNITIES for ACCREDITED INVESTORS and Other Investors    E-mail Jack 

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FINANCIAL EXCHANGE CORP.

310 North Ewing Street  

Grimes (Des Moines), Iowa 50111-3002

Voice: 515.986.9266   National: 800.333.0801

Fax: 515.986.4148
 

Visit Financial Exchange Corp. Web Site

and 1031 FEC Web Site

 

INVESTMENT BANKING INFORMATION I

WHAT IS AN INVESTMENT BANKER FIRM?
 An Investment Banker acts as an intermediary between an issuer of securities and the investing public.

INVESTMENT BANKING SERVICES
Consultation, financial analysis and innovative, practical solutions for financing and securities offering alternatives as:

INITIAL PUBLIC OFFERINGS (IPO)
A client (corporation) may qualify and choose to initiate a first offering of stock to the public.

PRIVATE PLACEMENTS
A client may qualify and choose to offer the sale of securities to a limited number of private and/or institutional investors.
       A NEW ISSUE of stocks or bonds may be placed privately with an accredited investor or an institutional investor like an insurance company or bank trust department.
       A PRIVATE LIMITED PARTNERSHIP is also considered a private placement.

DISCLAIMER

This material is for information purposes only and does not constitute an offer or a solicitation to purchase or sell securities.  Information contained herein is done for the purpose of introduction and general product education and is provided on a best efforts basis from publicly available sources and is not guaranteed to be accurate.

Formal inquiries must refer to a specific Private Placement Memorandum and/or Prospectus for specific and detailed information.  All potential investors must read the Memorandum and/or Prospectus, and no person may invest without acknowledging receipt and complete review of the Memorandum and/or Prospectus.  Private Placement Investments suitable for accredited or qualified investors only.

When considering an investment past performance is no guarantee of future results.

Transactions subject to the  U. S. A. PATRIOT ACT

E-mail Jack 

Financial Exchange Corp. Home Page

Financial Exchange Corp.

Member

Association of Business and Industry-Iowa

Greater Des Moines Partnership

West Des Moines Chamber of Commerce

 

One's property of value inevitably transfers ownership, with or without one's wishes.  

Prepare now to save your family wealth.  Ken Wheeler

 

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