YOUR CUSTOMIZED GUIDE TO LITTLE-KNOWN OFF MARKET INVESTMENTS

Wealth Creation

Create assets that work for you, so you can stop working for money. We can provide “Off Market” opportunities and investments to help you with your Wealth Creation.

Wealth Preservation

Once you start creating wealth you need to learn to preserve and  protect it. We want to help you identify the steps you must take to allow your assets to grow and flourish.

Wealth Transfer

When it comes time to pass along your Legacy if you haven’t structured your assets and portfolio correctly up to 80% could end up in the governments pockets.  

Mentoring

Sometimes you need support and direction to reach your goals in a timely fashion. We have over twenty years experience and have mentored countless students.

Wealth Preservation

Now that you have created assets it’s time to start protecting them.  Just like your home or car, your assets are valuable and need to have protection.  This could be as simple as creating a business entity like and LLC, or could require a multi layered approach including Trusts, corporations, and insurance.  Just like your assets most likely you will acquire more preservation techniques as your wealth grows.  

Our team would like to show you the options that are available to you and the proper timing to implement them.  For a free initial consultation click on the “Protect Me Now” button below.

Mentoring

Sometimes the best approach is a personal one.  Our Mentors can assist you in many areas.

Life Coaching

Attitude, focus, planning, health, wellness, all play a part of your success.

Off Market Investing

Tired of riding the stock market rollercoaster, or don’t have faith in the markets at all.  Learn about “Off Market” investment options.

Real Estate Coaching

Learn how to get into the largest wealth asset in human history

Financial Coaching

Lowering your tax liability, protecting your assets, having a quality plan for your future.

Wealth Creation

There are many ways to create wealth, usually these various methods fall into two main categories.  

Active wealth creation, or passive wealth creation.  Active wealth creation is where you are trading your time for money.  Examples of this are working a job, or owning your own business which requires your time to produce income.  One of the biggest downfalls of active income is when you stop working your income also stops.  

Passive wealth creation is when you invest into an asset that will continue to produce you income without the need for a large commitment of time in the future.  Our goal is to provide a blueprint for you to find the right Passive Income for your current situation, and to develop a plan for you to eventually eliminate your active income altogether.

Wealth Transfer

$16 Billion dollars will be transferred from the Baby Boomer generation to future generations over the next decade, this number will be in the trillions over the next 30 years. 

The IRS is hoping you don’t create a plan to transfer your wealth so they can get the biggest cut the law will allow.  People who properly plan can reduce the IRS share by up to 90%.  Because everybody is unique there is no quick answer to the “right” way to transfer wealth.  Our approach to helping clients is to get to know you before providing options.  We have consultants that will give you a plan after you answer some simple questions so we know you better.