Purposeful Planning

How A Professionally Managed Real Estate Plan Works:

Establish Where You Are Financially - To plan together, we need to find out where you are now and where you want to go.
Construct a Personalized Real Estate Investment Plan - We use your unique situation and goals to maximize your potential as an investor.
Get Pre-qualified Through a Trusted Lender - We identify a trusted lender to Pre-qualify your transaction.
Research and Execution of Plan - We research in specific communities to identify potential properties to fit your unique needs and goals.
Purchased Property Maintained and Managed - We ensure that a qualified management company is put in place to obtain tenants, handle repairs, collect rents, and distribute proceeds to you, the investor.
Management of Mortgage and Tax Payments - We offer advice for managing mortgage, taxes and insurance to keep your burden as an investor protected.
Sell and Reinvest - We revisit the plan together regularly to decide when investments can be sold and rolled into more properties.

At every meeting, we also review the plan to make sure it still meets your needs as perfectly as when we began.

Two Myths That Hinder Retirement

Myth I: The Key to Financial Security is Zero Debt:
Owning a free and clear home used to be the American dream. But since social security can't sustain a reasonable existence, and your IRA or 401(k) will probably be taxed at a high rate, what does free and clear mean? It paralyzes any potential to grow your wealth.

Paying down your mortgage to zero debt is accomplishing one thing; hindering the beginning of your journey into a solid, secure retirement using a purposefully planned Real Estate investment strategy. When you put as much money as possible every month into an existing mortgage, two things are happening simultaneously.

First, you're investing hard earned money in an asset with no return. Second, you are not putting your money somewhere in which it will work for you. If the money you work so hard for is not working for you, an early retirement will always be a distant dream. It's never too late to stop throwing perfectly good cash into a money pit.

An investor should think about their assets and investment capital the same as businesses do. Successful businesses to not sit on assets, they make sure they are earning and working for them. This ensures the business grows. Growth can be accelerated through leverage, which is a principle that allows a person to invest only a fraction of the actual price of the asset, such as Real Estate. Put simply, this allows you to put capital into more properties located in areas of growth.

Myth II: I Don't Have Enough To Invest
When beginning to think about Real Estate investment, a common misconception is that there is simply no money to invest. How many times have you thought to yourself what a fortune you would make if only you had the capital? Well, if you own a home or invest in a retirement plan such as a 401(K), you probably do have the capital to get you started.

If you've owned Real Estate over the last couple of years, chances are, the biggest asset you have is the equity in your home. This money is worth nothing if you don't start making it work for you. The process is easy and, best of all, taking money out of your home doesn't mean any new taxes. A significant amount of money is available to you tax-free if you've accumulated enough equity.

There are places to look for investment capital other than your savings account. Getting your successful journey started usually takes less capital than one might think. The resources are ready to be taken advantage of, and using professional help will make your investment journey smoother.