Used by 90% of millionaires to reach their financial goals 4x faster
Establish a foundation account that is safe and liquid
Efficiently grow your emergency and opportunity fund
Take advantage of perpetual compounding and tax favorable treatment
Identify and execute on investment strategies to increase cash flow
Use excess cash flow to replenish your opportunity fund for more cash flow investments
Secure a financial legacy to create generational wealth and generosity
WHO IS THIS PROGRAM FOR?
My wife and I sat down for the parent meeting at the beginning of my oldest daughter’s first season of high school volleyball. I was pumped that she made the team, excited about what lied ahead for her. Being a part of a team that works and struggles together in both victory and defeat is one of life’s great privileges. It’s why the saying “Blood is thicker than water” exists. The head coach started the meeting by introducing the team’s slogan for the year: “Purpose: What Is Your Why?”
Now she really had my attention. I didn’t know much about this lady who would lead my daughter and 50 other young ladies through their high school years, but things were starting off on the right foot.
I’ve long been a huge believer in living with a purpose. Having a purpose gives you direction, motivation, energy, and focus. Without it, life’s struggles tend to make us numb, directionless and cause us to drift.
Having a purpose tends to force us to think outside of ourselves and aim for something greater than ourselves.
Without purpose we may find ourselves lucky enough to stumble into fortunate situations. But with purpose, we give ourselves a much greater chance at achieving success.
Why do you do what you do? I mean, why do you go through all the BS that happens in life? Is it simply to earn a paycheck for 40 or 50 years just so you can keep the lights on, and the pantry filled, only to hopefully save up enough to last however long you live after you finally retire? No, it’s more than that.
Your “why,” your purpose is likely much more than that and aimed at someone or something you care about more than yourself.
So, what’s the goal? How do you want to provide for that purpose? What are you doing to accomplish that?
No seriously, what are you doing right now to achieve that purpose?
Are you taking action? If so, how is it working? Is it on track? What happens if you pass before it’s accomplished? Does it fall apart, or does it continue? Does it matter?
Action takes money. Money is a tool.
Money used wisely, with the right purpose, can be an incredibly good and powerful tool. Here’s the rub – traditional methods of wealth accumulation leave us without liquidity or security. We can’t get to the money without penalties, and we have little to no control over how it is put to use, leaving many people disillusioned with traditional methods.
Those traditional methods require you to use a money manager who gets a fee no matter how well the “investments” perform, “investing” in funds or companies we have no control over, backing causes that we may or may not agree with. I use quotation marks because I believe an investment provides both appreciation and cash flow. Without cash flow, it’s really just speculation, not investment.
I know roller coasters are fun, but not for your money... You may ask, “what other options do I have?”
We believe in tried-and-true strategies that provide
A way to guarantee a financial legacy.
Security to protect your money.
Consistent and tax efficient growth.
Liquidity to access your money when you want.
Peace of mind in all economic cycles.
You will leave a legacy. What will it be? It’s up to you. When you live with purpose and take action, you leave a legacy that is intentional.
The customized plan will give you clarity on where you are now, where you want to go, in what time frame, and what you need to do to get there predictably.
We believe you deserve the best financial education and guidance. We believe financial decisions should be made deliberately and with patience. We believe you should have control of your plan and money. We believe trust is earned over time, through education and proper due diligence. We believe you should have a foundational account which is not at risk of loss from Wall Street volatility, grows consistently, is liquid, tax efficient and puts you in control.
Office:
Montgomery, TX
Call Us
(281) 320-9292
Site:
BusinessURL.com