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WELCOME TO THE FAMILY OFFICE WHERE YOU CAN BUILD WEALTH & KEEP IT - LIKE THE ROCKEFELLERS
WELCOME TO THE FAMILY OFFICE WHERE YOU CAN BUILD WEALTH & KEEP IT - LIKE THE ROCKEFELLERS
What We Do?
What We Do?
"Wealth Preservation, Accumulation, & Distribution. Three Phases of Your Financial Life, One Consulting Firm."
"Wealth Preservation, Accumulation, & Distribution. Three Phases of Your Financial Life, One Consulting Firm."
WEALTH
PRESERVATION
WEALTH
PRESERVATION
Wealth preservation involves managing your assets in such a way to ensure that the value of your assets does not decrease or erode. With wealth preservation objectives, the notion of maintaining existing wealth is more important than making more money.
WEALTH
ACCUMULATION
WEALTH
ACCUMULATION
Wealth Accumulation plan is a general financial strategy in which an investor attempts to build the value of his or her portfolio.
WEALTH
DISTRIBUTION
WEALTH
DISTRIBUTION
Deciding what will happen to accumulated wealth after we are gone is perhaps the most difficult, frustrating and complex business challenge you will face. Without a cohesive plan and clear path to achieve that plan’s primary objectives, things can go sideways in a hurry.
WHY OUR CONSULTING FIRM?
WHY OUR CONSULTING FIRM?
Better Banking, Borrowing, & Investing - Below is Our Main Four Pillars Of Wealth
Better Banking, Borrowing, & Investing - Below is Our Main Four Pillars Of Wealth
PILLAR THREE - CREDIT LEVERAGING 1 How to Eliminate 80-100% of Negative Items (Credit Report) 2 AU Credit Booster 3 Business Credit Financing (685+ FICO Score) Strategy 4 Debt Weapon Strategy
PILLAR FOUR - CASH (SHORT-TERM INVESTING) 1 How to produce a 40%+ ROI year after year. 2 How to find Low Risk High Return Investments 3 How to get a 40% Finder’s Fee (Asset Recovery) 4 How to Legally Protect your Assets
PILLAR FIVE - CASH-FLOW (LONG-TERM INVESTING) 1 How to produce a 100%+ ROI year after year 2 How to Flip RE Contracts w/ little to no money down 3 How to reduce your Tax Liability by 20% or more 4 How to find Properties at 65% of Fair Market Value
PILLAR SIX- PASSIVE INCOME-PRODUCING ASSETS 1 How to Automate this Financial System (Passive Income) 2 Trust Power Plan & Family Banking Insurance Plan 3 Non-Profit Organization Plan 4 M&A (Leverage Buyout)
FAMILY OFFICE TESTIMONIALS
FAMILY OFFICE TESTIMONIALS
Brian Pearce
Vicky Jackson
Daniel Wilson
Megan Little
The 3 Types of Income...Where Is Your Money Coming From?
The 3 Types of Income...Where Is Your Money Coming From?
EARNED INCOME
EARNED INCOME
Earned income is an IRS term for income that is obtained by participating in a business or trade. Earned income typically includes salaries and bonuses, wages, commissions and tips.
*95% of Americans
PORTFOLIO INCOME
PORTFOLIO INCOME
Portfolio income is money received from investments, dividends, interest, and capital gains.
*4% of Americans
PASSIVE INCOME
PASSIVE INCOME
Passive income is income that requires little to no effort to earn and maintain. It is called progressive passive income when the earner expends little effort to grow the income. Examples of passive income include rental income and any business activities in which the earner does not materially participate.
*1% of Americans
One of our Expert Wealth Consultants will reach out to you within 24hrs. We look forward to being a part of your success story.
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