Robert Binkele Email & Phone Number

Robert Binkele is the CEO & Founder of the Estate Planning Team and an Investment Advisor representative with DST Wealth Management, LLC. Estate Planning Team (EPT) is a membership group of legal and financial service professionals dedicated to helping professionals just like you preserve their client’s wealth and protect their estates. Our company offers a unique mix of expertise in tax law and asset management to help our members develop strategies aimed at deferring taxes and growing client’s portfolios, while minimizing risk. Our mission is to help people defer their capital gains taxes on highly appreciated assets: residential property, businesses, stock sales, and more. Estate Planning Team provides exclusive access to market our proprietary capital gains tax deferral strategy, the Deferred Sales Trust. Our membership includes the tools, strategies, and resources to increase your business: more listings, more AUM, more insurance sales, etc. DST Wealth Management, LLC and the Estate Planning Team are not affiliated entities. As CEO of Estate Planning Team, Robert Binkele promotes the use of the Deferred Sales Trust or other estate planning techniques to individuals as an outside business activity which is unrelated to his affiliation with DST Wealth Management, LLC. Estate Planning Team and the Deferred Sales Trust are unrelated to DST Wealth Management, LLC and DST Wealth Management, LLC is not responsible for nor does it endorse recommendations made by members of the Estate Planning Team, including the Deferred Sales Trust or other tax, legal or estate planning strategies.

Listed skills include Alternative Investments, Estate Planning, Series 63, Financial Advisory, and 34 others.

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  University Of Utah

  Business