Arm Chair Folio:
A customized portfolio that you (the investor) can easily manage from the arm chair of your most comfortable chair. We will work with you to design income planning options from different products in the marketplace.
We have customized real estate solutions for high net worth investors seeking direct real estate ownership and the benefits it may provide with highly rated commercial tenants. Real estate NNN investments that pay a fixed cap rate with long term tenants and still enjoy the tax benefits of ownership.
We also difersify your income needs with guaranteed income benefits from fixed annuity products with top carriers that adjust your income needs for life. Annuity products can be combined with your 401K, IRA or ROTH, before or after tax contributions.
Learn more about your options, complete the form below and received your Arm Chair Folio private guide.