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education & speakers  |  professional services  | individual services

 

retirement architecture | valuations | analytics acquisition | dispositions | property/lease management | asset management 

investor presentations | zoning presentations | negotiation strategy development | broker coaching | agent coaching | brokerage training

legal defense strategy development | internal compliance auditing | brokerage staffing | brokerage corporate structure & asset development 

insurance products | investment valuations and comparisons | legacy planning | mortgage protection | annuities | financial planner evaluation

financial, estate, and physical risk management | financial, estate, and physical risk evaluation 

 

education & speakers
  • We provide speakers and interactive training for trade shows, ministry events, networking functions, HOA meetings, and more
  • Open enrollment and private invitation events
  • We focus on three major topics: Financial, Estate, and Physical Risk Management, Investor Education, and Retirement Planning. 
  • Presentations can be tailored to provide optimum retention and relevant content for the executive, general staff member, or general consumer
  •  Expert witnesses and legal defense strategy development
  • Corporate trainers for brokerages, not for profit organizations, and private companies
 
 
professional services
  • We will establish you as an authority figure in your field
  • Public relations repairs, management, and risk mitigation
  • Ghost writing
  • Operations design and implementation
  • Corporate structuring
  • Succession planning
  • Human resource support
  • C-suite outsourcing
  • Passive income development
 
 
personal services
  • Simplistic investment comparisons
  • Powerful 401K & 403B rollovers
  • Legacy planning
  • Home/mortgage protection
  • Financial planner evaluation
  • Disability & long-term care insurance
  • Life, final expense, & annuity education
  • Group policy evaluation and education
  • Will & trust review
  • Lifestyle budgeting
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  • Real estate transaction design
  • Market & metrics education
  • Investment protection
  • Property management
  • Leasing representation
  • Real estate transactions
  • Syndicate construction & management
 
 
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