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Raymond Dale LinkedIn Extract







          PUBLISHED 1989 - 2009
          Raymond Dale, CFP – LinkedIn profile


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


          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 and other retirement plans Estate Planning. Tax
          advisor.


          Experience

          President of at Raymond Dale Asset Protection Advisors 1978 - Present

          Consults with Businesses, Banks, Investors, Real Estate entities, Developers, Contractors and Mortgage
          Lenders 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
          CEO, Registered Investment Advisor, Asset Manager and Chief Financial Planner to Private Investors,
          Investor Groups, Pension and Retirement Plans. The Company managed $550,000,000 in asset allocation
          portfolios. Fee based. No Investment Products sold.


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