Faith-Based Financial Guidance with Craig Johnston, MBA • Independent • Fee-Only
Real estate transitions can have major tax and long-term planning implications. As a fee-only fiduciary, we help you navigate 1031 exchanges with clarity, education, and objectivity. We do not sell DSTs or receive compensation from any providers — ensuring our guidance is 100% aligned with your best interests.
Understand timelines, identification rules, and key IRS guidelines.
Assess whether a 1031 exchange aligns with your long-term financial goals.
We compare structures, risks, fees, liquidity, and long-term implications — without selling them.
Every 1031 decision is aligned with your broader retirement, tax, and investment strategy.
We don’t sell DSTs, TICs, or replacement properties.
We receive no compensation from sponsors or product providers.
Our only goal is to help you make a decision that supports your long-term strategy.
Or should you consider selling, refinancing, or keeping the property?
Understand structure, risk, cost, and long-term implications.
See how cash flow and tax deferral impact your long-term projections.
Including capital gains, depreciation recapture, and estate planning.
We believe you should always understand how your portfolio is performing and why adjustments are made. We provide clear, structured reporting and regular reviews so you always feel informed.
Education, risk analysis, fee transparency, suitability assessment.
Cash-flow, leverage, tax, and long-term growth considerations.
When a 1031 may not be necessary or optimal — such as opportunity zones or strategic sales.
Or should you consider selling, refinancing, or keeping the property?
Understand structure, risk, cost, and long-term implications.
See how cash flow and tax deferral impact your long-term projections.
Including capital gains, depreciation recapture, and estate planning.
Our investment approach is ideal for individuals, families, and investors seeking clarity, efficiency, and long-term consistency.
Those considering selling appreciated property.
Wanting to simplify, diversify, or secure stable income.
Evaluating tax and financial implications.
Trying to understand DSTs vs. direct ownership vs. alternatives.
We learn your goals and real estate history.
We compare your choices with clear pros, cons, and long-term implications.
We run projections to show how each option affects your plan.
You choose the right path — we help coordinate with your qualified intermediaries, accountants, or attorneys.
We believe you should always understand how your portfolio is performing and why adjustments are made. We provide clear, structured reporting and regular reviews so you always feel informed.
Every recommendation is aligned with your goals — not sales incentives.
We translate real estate, tax, and long-term strategy into simple, actionable insights.
Your 1031 strategy is managed as part of your broader financial life.
If you’re considering a 1031 exchange — or deciding whether it’s right for you — we’re here to help.