Legacy Investing's Gold package is not only designed for those looking for proven ways of becoming debt free and learning securities investing, but for people who want to actively trade their investment accounts with simple investment strategies. You will be given a free consultation where information about Legacy Investing will be provided and we can learn more about each other and about your overall goals. Within your six hours of instruction and training, you will receive the Roadmap to Financial Freedom. This is an excel document giving you year-by-year planning for debt pay down and growth in your various investment accounts, approximate net worth and other goals. This document will also help you plan month-by-month for years, even decades into the future.
For the beginning investor, you will learn how to properly manage your 401K or equivalent, IRA’s and other investment accounts as well as a more detailed course on the US Stock Market. You will receive help in setting up and managing your own brokerage account or rolling over old 401K (or equivalent) into more flexible self-directed IRA accounts.
You will learn how to find and analyze great companies with excellent balance sheets using Fundamental Analysis. You will learn about investing in industry sectors through Exchange-Traded Funds (ETFs) and how to risk less capital by investing in options. You will get a more in depth look at Technical Analysis, which is often used to time entry and exit points of the securities you’re trading.
Finally, you will learn specific strategies I use whether the stock market is up or down. Inside tips will be given to help you avoid mistakes many traders make and to help maximize your profits and minimize any losses. These strategies given will not require you to become a Day Trader or to be constantly sitting in front of your computer.
Copyright © 2021 Legacy Investing & Wealth Management, LLC - 301-799-8875 - All Rights Reserved.