REAL ESTATE INVESTORS
This is for you if you’re a real estate investor seeking to enhance your investment portfolio with strategies that provide certainty and growth. Whether you’re investing in residential, commercial, or mixed-use properties, our expertise can help you make informed decisions that maximize returns. If you want to leverage your properties for maximum returns, protect your investments, and secure a prosperous financial future, we’re here to assist. Join us to unlock the full potential of your real estate ventures and achieve lasting success. We offer services in risk management, property valuation, and investment analysis to ensure you get the most out of your investments.
Rocketing through their 50s with vitality and enthusiasm and often very busy, Rob and Stephanie have fallen in love with having grandchildren and are looking forward to several more decades teaching and watching them grow up. They built a portfolio of rental properties throughout several states and are full time personally managing these assets. Rob and Stephanie don’t believe in the typical ‘retirement’, but rather intend to manage their rental portfolio actively into their later years. They love to travel, spend time with like-minded friends, and most importantly, be around the grandkids.
Cash Flow – They have been through lengthy evictions and expensive property remodels before, and these experiences reinforced in them the need for both a substantial safe, guaranteed and liquid reserve for these unexpected expenses, as well as consistent cash flow portfolio-wide. They don’t need positive cash flow from every property every month, but watch closely to ensure that taken together the portfolio is consistently net positive.
ROB + STEPHANIE
SUCCESS STORY
Protection – Both play a key role in the oversight and management of their portfolio; they understand it would be costly to replace either of their roles and highly value the life insurance protection that comes with the Family Banking strategy they employ to fund their portfolio. Similarly, they always maintain appropriate property, casualty and umbrella insurances, and have a solid asset protection strategy.
Wealth – Rob and Stephanie’s adult children have worked in and around their rental business for years and appreciate the lifestyle and foundation it has provided over the years. They continue to teach and put new Family Banking policies in place on the next two generations, taking opportunities where they can to demonstrate the benefits of maintaining liquidity in cash value and of borrowing against your cash, not spending it.
This is for you if you're dedicated to preserving your family's wealth and values for future generations. If creating a lasting legacy is your priority, let's secure your family's future together.
This is for you if you’re a business owner looking to maximize financial health and ensure long-term growth. Protect your assets, optimize cash flow, and create a robust wealth strategy with our guidance.
This is for you if you’re a real estate investor seeking to enhance your investment portfolio with certainty and growth. Leverage your properties for maximum returns and secure a prosperous financial future with our expertise.
This is for you if you're dedicated to preserving your family's wealth and values for future generations. If creating a lasting legacy is your priority, let's secure your family's future together.
This is for you if you’re a business owner looking to maximize financial health and ensure long-term growth. Protect your assets, optimize cash flow, and create a robust wealth strategy with our guidance.
This is for you if you’re a business owner looking to maximize financial health and ensure long-term growth. Protect your assets, optimize cash flow, and create a robust wealth strategy with our guidance.
This is for you if you’re an entrepreneur striving to turn innovative ideas into profitable ventures with financial security. Navigate the financial landscape, safeguard your wealth, and achieve ambitious goals with our strategic support.