It's Time to Separate Yourself from the HERD
Your Guided Path toward Financial Freedom
It's Time to Separate Yourself from the HERD
Your Guided Path toward Financial Freedom
How We Help
Everyone wants a shot at financial freedom - most just need help getting there. We provide guided paths.
Most people follow the HERD when it comes to investing. It shouldn't come as a surprise that investing only in traditional retirement accounts gets you exactly what everyone else gets - working until retirement age. It's no secret that if you want to be financially free before 60/65 then you need to do things differently. Our philosophy is quite simple: Fund liquidity buckets, then borrow against them tax-free to invest in assets that provide income and appreciate overtime. So how do you do this in English?
1. Start investing your money for liquidity - vehicles that offer growth, but more importantly, allow you to access your money when you need it.
2. Acquire assets that both appreciate overtime AND produce income along the way.
We not only provide the vehicles, but also provide trusted professionals in each category that can help you execute properly.
Step 1: Build Your Liquid Buckets
Regular Brokerage Account
Regular Brokerage Account
Regular Brokerage Account
We recommend a regular brokerage account for the purposes of liquidity, growth, and ability to use options. When options are used correctly & safely, they offer capital efficiency, income strategies, and most importantly - protection strategies, which are especially crucial after taking an SBLOC.
Cash Value Life Insurance
Regular Brokerage Account
Regular Brokerage Account
When designed correctly, cash value life insurance not only protects against your life - but can also grow money tax free and give you access to your money via tax free loans for business opportunities, or future retirement income. In our opinion, it is arguably the most powerful vehicle to store/run your capital through over the long run.
Step 2: Acquire Assets that Appreciate and Produce Income
1. Individual Stocks/ETF's
Depending on the amount of capital you have for step 1 - we can usually start this right off the bat. Most know that stocks appreciate overtime, but few know how to make them cash flow. We can recommend different brokers, help with strategic stock selection, options income strategies, and options protection strategies that can hedge against larger market sell-offs.
2. Businesses Ownership
Ever thought about starting your own or buying an existing one? Business ownership is arguably the best way to build wealth because as you grow it, the value of the business and the income it produces also grow. However, we understand that going at business ownership alone can be difficult.
We have identified individuals who have built legitimate business in the following areas and who now help others do the same. Some examples include:
-Building a Rental Real Estate portfolio
-Buying existing businesses
-Becoming a Franchisee
-Land Flipping Business
-Self Storage Business
-E-Commerce Business
-Vending Machine Business
Warning: Even though you will have assistance available in all of the above. Succeeding in any of these still requires time and effort. After all, the business will be yours - it's on you!
3. Private Fund Investing
If you have more money than you do time, simply don't have the desire to build a business, or already have a high paying career/business that you love - why try to build a business when you could invest in someone else's? This can be a great option for higher income earners to leverage someone else knowledge in return for appreciation of capital and cash flow.
Note: This route typically requires you to be an accredited investor. But there are some that don't.
We have a network of individuals and firms that specialize in this area.
Additional Tool - Go Faster with Less Risk
Group LLC Creation
If you have a family member, close friend, or business partner that you'd like to pursue any of the above with (other than life insurance). Forming a group investment LLC allows you to legally combine your capital to meet larger investment minimums and build wealth together.
Putting it all together!
Reach out for more information below!
UnHERD Financial
