How to turn $20K into $135K in just 5 years... without all the headaches.

 How to turn $20K into $135K in just 5 years... 

So, you made what some may think is a "killing", in real estate without dealing with tenants or toilets in just 5 years. What could you do with the money? College, start a business, retire, whatever, but there is a problem... 

Actually, several problems. See if you guessed one or several of these: 

Inflation

Taxation

The big one is the taxation on all the capital gains. What do we tell you on our website, DrivePlanning.com? 

We bring proven tax strategies and private investments from the wealthy to you. 

Tax increases do not affect the wealthy like it does the unwealthy. It's really not possible to tax the rich or have them "pay their fair share" like the politicians keep telling us. But that's for another visit. For now, know that starting with $20,000 and turning that into $135,000 in just five years you will have a sizable tax obligation. This is where we bring proven tax strategies to the rescue along with other strategies to help you KEEP MORE, MAKE MORE and LIVE MORE. 

Here are two you may not have guessed... 

Litigation

Devastation

We can help you with them too. 

Does our following 3 step process makes sense to you?

1. FINANCIAL GPS

We start by gathering your data so that we can better understand your financial life.  

2. FINANCIAL MODEL 

We input your data into a financial model and uncover red flags and opportunities. 

3. WORKING TOGETHER 

Armed with knowledge of your financial life, we start working together to ensure 

that you make the right finaancial moves to guarantee a better future. 

If this simple outline makes sense to you, we may be able to work together. 

Turning $20K into $135K in just 5 years is not all that we do.

At Drive Planning we are a comprehensive financial group. We understand that investments and financial planning can feel overwhelming, that’s why we want to guide you in your journey to a successful financial future.

Our personalized approach to financial planning tailors our strategies to your unique needs. We will walk alongside you and together we will craft a plan that suits your goals and gets you excited about your future.

To start the conversation, visit DrivePlanning.com and request to book a call, choose Terry Scott from the advisor list and send me a message. You don't have to be an accredited investor with a million dollars to work with us. Remember that we bring the same strategies we offer our large investors to you. I keep things simple. We're always working with the number 1 and just add more zeros to it.

Visit DrivePlanning.com to see all that I and my team offer. Then leave a message for me and I'll get back to you quickly. 

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