Is Your Portfolio Ready for the Future?

Have you ever paused to think about the balance in your portfolio?

Maybe, like many investors, you’ve noticed that over time, you’ve become overweight in a specific sector. What once felt diversified now feels risky and overexposed.

Or perhaps you’ve built wealth through real estate and are now ready to sell, but there’s one problem: after completing multiple 1031 exchanges, you’re staring down significant capital gains tax, not to mention the looming possibility of recapture tax.

You’ve worked hard to build your wealth, but now it feels like you’re caught in a conundrum. How do you diversify while minimizing tax liabilities and maintaining the value of your investments?

There’s a Solution, and It Might Be the Opposite of What You Think

At JLB Financial, we’ve seen firsthand how strategic financial planning can turn these challenges into opportunities. The right approach doesn’t just preserve wealth—it can also create tax deductions, avoid capital gains taxes, and remove assets from your estate, all while positioning you for the future.

These solutions are especially timely given the 2026 tax sunset that’s on the horizon. Many of the tax breaks you’ve come to rely on may be changing, and it’s more important than ever to make sure your plan is rock-solid.

Let’s Get Ahead of These Challenges Together

Whether you’ve become overexposed in a particular sector or you’re looking to sell your appreciated real estate, there are tools available that can help you solve these problems. You don’t have to face heavy tax liabilities or feel stuck with a portfolio that no longer serves your goals.

Let’s discuss strategies that can:

? ? ? ? ??Create tax deductions instead of liabilities.

? ? ? ? ??Avoid capital gains taxes entirely on appreciated assets.

? ? ? ? ??Remove assets from your estate to minimize future tax burdens for your heirs.

At JLB Financial, we specialize in helping clients navigate these situations with confidence. Our team can guide you through the options that not only protect your wealth but also prepare you for the coming tax changes.

Ready to Explore Your Options?

If you’re feeling the pressure of portfolio imbalance or the weight of capital gains taxes, it’s time to take action. Reach out to JLB Financial today and let’s discuss how we can help you create a plan that works for your goals—one that’s smart, balanced, and prepared for the future. [email protected] or call/text 323-547-8990