InvestOilandGas.com has partnered with Donaldson Financial, Inc., a 1031 Tax Strategy firm based out of Anaheim Hills, California and Okoboji Financial Services, a registered NASD Broker/Dealer based out of Okoboji, Iowa, combining talent, services and experience to provide you the ultimate energy investment package.

Donaldson Financial, Inc. (DFI) has been in business for 36 years and is a family run company. DFI is recognized and respected in the financial planning industry servicing clients nationwide. The DFI team is comprised of Bill and Mark Donaldson along with Scott Engel, Linda Bartley, and Daniel Geraci. Bill, Scott, Linda and Daniel are registered representatives with the National Association of Securities Dealers (NASD), licensed through Okoboji Financial Services. Okoboji Financial Services (OFS) was established in 1988. Their principles offer a variety of skills in fundamental research, technical expertise and market analysis coupled with years of experience. 
 
Our Services: We specialize in oil and gas offerings for Accredited Investors only. We serve as the intermediary between the issuer and those considering domestic oil and gas investing. Our goal is to establish long-term relationships with our clients, offering them quality energy partners and their perspective oil and gas offerings, while maximizing their profits to help them keep what they earn. Almost all of the direct participation projects offered through our partnership provide direct ownership of the revenue producing oil and gas asset.

Our energy focus is primarily on developmental oil and gas projects because they provide relatively lower risk than other types Energy drilling (e.g. wildcatting). However, while there is the potential for substantial profit in oil and gas investing, all projects carry a risk of a non-productive well and corresponding loss of a portion or, therefore we choose development of productive areas for our investors.

We also specialize in unique planning strategies for Highly Accredited investors (Net Worth $10 million or more) employing strategic support entities such as Brown & Streza, LLP and Tim Voorhees, JD, MBA, while providing high net worth clients nationwide with a lifetime wealth blueprint:

• Potentially minimizing income tax.
• Minimizing estate valuations for Death Tax results, while still maximizing control and income.
• Business growth.
• Transfer of assets during your lifetime to family members or favorite charities

Using these strategies coupled with our tax advantaged investments help our high net worth clients accomplish their financial goals, away from the stock market ups & downs. 
 
Our Philosophy: We diversify existing, underperforming portfolios and reposition them from the market into hard asset, Supply and Demand driven Direct Private Placements. The majority of our DPP’s are in the Energy sector. By utilizing this strategy, our clients benefit from greater tax savings in the first tax year and continue receiving a long term, projected income stream, with tax advantages from oil and gas production. This enables our clients to meet various goals, while keeping more of what they have earned.

Our typical investor has the financial wherewithal to allocate a portion of their portfolio for high risk / high reward investments without risking their standard of living.  
 
Products We Provide: Using Supply and Demand Economics:

• Natural Gas & Oil Investments
• 1031 & 1033 Tax Free Exchanges using (TIC’s) into real estate, gas and oil properties (blended 1031 solutions)
• Diversified Real Estate LLC programs in the highest growth states
• Managed REIT’s for higher potential returns and liquidity

Services We Provide:

• Private Placements allow direct participation in the potential profits earned in LLC or GP/LP investments with a pass through of any tax benefits
• We have the potential to reduce Income Tax, Death Tax & Liabilities
• Our strategic partners could use some of 300 different IRS tested solutions to meet our clients’ goals
• Tax advantaged education funding from parents or grandparents
• Exit Strategies from Qualified Pension Plans