However, after reading your comments, let's just say that I'm not impressed and leave it at that.

Let me comment a little more along those lines.
Having read this board for five or six years, it's clear to me that when one is considering a 1031 exchange one needs the advice of a tax professional. If one decides to go through with it one hires a third party company as an intermediary.

I would not consider a "financial advisor" sufficient to give advice about a 1031. Which is not a problem with the financial advisor. What is a problem is when the financial advisor doesn't admit that he/she is not the right person to talk to on this subject. I had always hoped that in cases like that one would be told "This is not my area of expertise, may I transfer you to a tax advisor (who specializes in 1031 exchanges)?"

- Megan