Don Meredith is a professional speaker, author and has been a financial adviser since 1989. Don founded Tactical Income, INC and has created innovative and successful investment strategies for his clients. He began specializing in real estate tax strategies in 1999 with a specialty emphasis in 1031 Exchanges and also serves as an industry consultant and adviser on 1031 Exchanges. He has written and lectured extensively on 1031 Exchange transactions pursuant to Section 1031 of the Internal Revenue Code, and Delaware Statutory Trust (DST) for like-kind replacement property solutions for 1031 exchange transactions. He is also a long time member of the Real Estate Investment Securities Association (REISA), formerly TICA, and also San Diego County Creative Investors.
He has become known for layering investments in a way to maximize income and minimize downside risk. The independent structure of Tactical Income, INC allows him to hold the client’s interests at heart with fewer conflicts of interest. This also enables him to provide a greater opportunity bandwidth of investments to his clients that might not be available at larger brokerage firms.
Don comes from a heritage of honest, straight-forward business sense. Born in the no-nonsense state of Maine, he prides himself on his strong work ethic and the satisfaction he gains from honest planning and a respect for his clients’ time, money and trust.
Don is well known in the local community, having served as President of the Rancho Santa Fe Rotary Club, he has published numerous articles on investing and has a soon to be published book: “The Grand Delusion, When Investing Turns to Gambling”. Don enjoys his role as a financial adviser and educator and has been a frequent guest on World Talk Radio and Business Talk Radio 1170 Intelligent Talk KCBQ in San Diego. His mentoring role extends to his philanthropic work with the foster youth in the Just in Time organization.