If you are on this page, you've been reasonably successful and comfortable up to this point in your life ...
You've worked hard and made some money, but now you're wondering what the next steps for your wealth will be.
You want to cement your legacy while reaching bigger goals and taking your wealth to an even higher level, but you don't quite know where to start.
That's why I'm here to tell you it's time to BLITZ your wealth plan!
I've worked with thousands of clients over the past twenty years and I have seen this EXACT situation first hand over and over ... the good news is that it's not unique.
It's almost always the result of not having any wealth building strategy or having one that is LAZY.
In fact, as anyone who has read any of my 5 New York Times Best Selling books will tell you, becoming financially free and building your wealth is the result of a plan AND NOT AN ACCIDENT.
You have to have a high powered wealth strategy if you want high end wealth.
There's less than 3 months left in 2019 ...
And if you keep on your current path, 2019 will end up just like 2018
... and 2017
... and 2016
... and you get the point. 🙂
This event is designed to help you put your wealth strategy into place and create a blueprint for success.
A curriculum on demand with education unlike any other.
The Integrated Wealth Blitz curriculum includes:
- Learn why you MUST have a trust,
- Learn why being incorporated is critical to maximizing tax benefits,
- Learn the step by step process for creating generational wealth,
- Learn how double digit returns are available in many asset classes.
The purpose of this curriculum is to help you blitz your wealth strategy and focus on the most overlooked parts of a lazy wealth plan. Having an integrated wealth plan means leveraging more than just investments to build your wealth.
Our approach to building wealth means more than just investing on Wall Street; in fact there are 12 areas of money that the wealthy focus on AT ALL TIMES to help grow their money.
As part of this curriculum we are going to be teaching you what you need to include and review consistently when it comes to your wealth building plan.
This includes reviewing:
- Your will,
- Your durable power of attorney,
- The possibility of creating a trust,
- Your lazy assets producing no or little return,
- Your credit situation,
- Your debt situation.
This online cirriculum is structured JUST like one of our in person Off Wall Street Assets workshops, but delivered as on demand modules so you can participate remotely from home. This will allow you to be able to easily and privately review your key documents.
Once my team reviews and accepts your application for this curriculum, we will assign you a personal wealth strategist. Your wealth strategist will meet with you to identify the critical areas of support your wealth plan requires. Your personal wealth strategist will also give you access to the modules.
There will be a number of financial expert presentations in the cirriculum. This will give you the chance to listen in on an advanced conversation into the key areas your wealth plan requires. When you get to these sessions you will have the opportunity to speak with our team and ask questions of the financial subject to help direct and update your wealth strategy.
We will have business funding experts, corporate compliance experts, debt and credit experts, and more on standby to speak with you!
Our goal is that you finish the curriculum, you will have an outlined wealth strategy and an action list of items to “blitz” your legacy!
Access is free, but you must first submit an application to participate. Our team will review your application and if we feel you would be appropriate for this curriculum, we will grand you access.
Once you have been accepted, your personal wealth strategist will reach out to learn more from you and walk you through the curriculum.
We are only working with the first 45 qualified people on a weekly basis; once applications have been filled, there will be no more applications accepted this week.
This is cirriculum on demand. You will get insant access once your application is approved.
Anything seen or heard here should not be viewed as an offer to buy or sell a security. Educational resources are provided for general information purposes only and should not be considered an individualized recommendation or advice.
This is not an offering or the solicitation of an offer to purchase an interest in any investment vehicle. Any such offer or solicitation will only be made to qualified investors by means of an offering memorandum and only in those jurisdictions where permitted by law. The target returns set forth within all offerings may not be realized; actual results may differ materially from the stated goals. Prior to investing, investors must receive a prospectus, which contains important information regarding the investment objectives, risks, fees, and expenses of any funds and/or other investment opportunities. Past performance is no guarantee of future results. All investments involve risk, including the loss of principal investment.