In the world of finance, there exists a wealth of strategies and resources that go beyond what is typically taught in school or encountered in everyday life. Many of these tools are not only highly effective but are also widely accessible to the general public. The challenge, however, lies in uncovering these resources and gaining a deep understanding of how they can be integrated into your personal financial plan.
To successfully employ these tools, one must first be aware of their existence. This involves stepping beyond conventional financial education and exploring more specialized knowledge and tactics. Once these tools are identified, the next crucial step is to evaluate them carefully to see if they complement your specific financial goals, investment timelines, and risk tolerance levels.
By embracing a broader spectrum of financial strategies, you can significantly enhance your ability to build and manage wealth more effectively. Whether you are planning for retirement, saving for a major purchase, or simply looking to grow your investment portfolio, understanding and utilizing these lesser-known financial instruments can provide you with additional options to achieve your financial objectives.
Actual tools used by our clients
Remote Rental Real Estate (Turnkey)
Buying rehabbed properties from a remote provider and property manager in an area where the numbers make sense for what you want in your portfolio
Land contracts
A seller-financed real estate agreement where the buyer agrees to pay the seller directly
syndicated deals
Crowd funding of cash to invest into a single or multiple properties or assets with specific partnership agreements, outlines, and payouts
Private lending
Make money by directly lending money to other people or businesses, like a bank
Index funds
A totally viable way to SET IT AND FORGET IT. Read JL Collins, The Simple Path to Wealth, and follow the 4% rule