This package is designed for those who want help and proven ways to become debt free and learn how to invest in securities. You will be given a free consultation where information about Legacy Investing will be provided and we can learn more about your overall goals. Within your three hours of instruction and training, you will receive the Roadmap to Financial Freedom. This is an excel document where you plug in your income, debt, other assets and goals. For years to come this amazing month-by-month road map will help you plan your retirement, debt pay down and give you a general idea of what your net worth is in any given year.
For the beginning investor, you will learn how to properly manage your 401K (or equivalent Defined Contribution Plan) and/or Individual Retirement Account (IRA), and we will give you an overview of the US Stock Market. You will receive help setting up and managing your brokerage accounts and/or rolling over old 401K (or equivalent) into a more flexible self-directed IRA.
Finally, you will learn how to find and analyze great companies with excellent balance sheets (Fundamental Analysis), and learn the optimal time to enter and exit trades (Technical Analysis). Also included are course materials (Legacy Investing & Wealth Management's Education and Trading Strategies) plus three hours of one-on-one training.
This is a very small investment for all of the tools you will receive and can be potentially life changing.
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