Page 1 - Raymond Dale LinkedIn Extract update 132019_Neat

Raymond Dale LinkedIn Extract

Raymond Dale, CFP – LinkedIn profile

Asset Valuations, Strategic Planning, Consulting & Management for Business Entities, Real Estate &
Investment Companies

Overview of Raymond Dale President of Raymond Dale Asset Protection

Advisor.
Company mission is to help people "Take the worry out of protecting assets."

We perform Asset Valuations on Real Estate, Mortgage notes, Businesses and Private Partnership Investments.
Our valuations are used to establish reasonable values to be used in acquisitions, negotiations and deal
structures. Also, we provide values for Estate and Income Tax purposes as well as divorce resolutions. Of
particular value is our valuations for IRA and 401k assets for the purpose of reducing income tax and
administration fees. We do this primarily with Self-directed IRA and other retirement accounts. We also advise
on Trust formation including domestic and foreign.

Specialties
Real Estate and Business consulting to Private Investors, Banks, Law Firms, Mortgage Lenders, Realtors and
Trust Administrators. We identify problems and recommend solutions. We match investors with opportunities.
ERISA Law consultants. Probate asset valuations for the court and conservators. Establishing custodial
relationships for Self-Directed IRA accounts

Experience
President of at Raymond Dale Asset Protection Advisors
1978 - Present

Consults with Businesses, Banks, Investors, Real Estate entities, Developers, Contractors and Mortgage
Lenders on identifying problems and recommending solutions. Matching Investors with Opportunities using
IRA and 401k assets primarily. Conducts education programs on how to invest in Real Estate using
Self-Directed IRA's. Public Speaking. Co-managing a private real estate fund of $250,000,000.

CEO at Investment Selection & Management
1990 - April 2009

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