Hello and welcome again.
Understand that the following definitions come from legit
“we’ve always done it that way before” advisors so I’ll share it and then offer
my caveat. (I want you to know that I and my team at Drive Planning are not necessarily in that group as we do things differently to bring success to our
clients).
- Accredited
investors are those individuals classified by the SEC as qualified to
invest in complex or sophisticated types of securities.
- To become
accredited certain criteria must be met, such as having an average yearly
income over $200,000 ($300,000 with a spouse or domestic partner) or
working in the financial industry.
- Sellers of
unregistered securities are only allowed to sell to accredited investors,
who are deemed financially sophisticated enough to bear the risks.
- Accredited
investors are allowed to buy and invest in unregistered securities as long
as they satisfy one (or more) requirements regarding income, net worth,
asset size, governance status, or professional experience.
- Unregistered securities are considered inherently
riskier because they lack the normal disclosures that come with SEC
registration.
Investopedia
Having said that, yes, we do work with clients who are accredited
investors but what is great about Drive Planning is that we take the strategies
of the affluent and bring them to those who are not so they can KEEP MORE, MAKE
MORE and LIVE MORE.
Lately I’ve been seeing many Facebook ads about
investing, and getting big returns. I share some of the most interesting
comments by others in the posts and share a bit about the investments and the length
of time that you have to hold the product before cashing out. My points are
that you should know that you can do without your money for the length of the
hold time, have a plan to minimize the capital gains from the investment, and
not to simply invest for the sake of “investing”. You really should know why
and how with a plan for protecting your money and you. It’s not just a cliché with
me or my team at Drive Planning.
My business is built on relationships. Call me and let’s
chat for 5 or 10 minutes. From there if it seems that we “click”, let’s set up
a virtual 30 minute, no cost and no obligation Zoom meeting. If we’re not a “fit”
I will offer you a few things that may help you so you’ll get value from your
call. I take all the risk. After that 30 minutes you’ll know if you want to
hire me and I you and we’ll make plans to move forward from there. Sound fair?
In the above video, I speak about these
investment ads that lately are blowing up my phone; and the comments they
garner. Here's one, Exclusive Investment Opportunity for Accredited Investors!
This opportunity offers an
8% annual distribution. (We at Drive offer 10% every 90 days, but I’m not
trying to compare; at least just now). So far, since this ad was posted it only
has two comments. The first is someone offering power washing services to them;
which is clearly a waste of time for that person and the second states the claim
is untrue. We can pretty safely determine that this comment is based on
ignorance and is untrue. As comments come in, we’ll see more negative comments.
And that proves that this is the wrong audience to be advertising to. But what
holds true are the following. Most
opportunities require you to be an accredited investor. You have to be able to
hold your money for some length of time without needing to get to it (so have
emergency cash). There are different investing amounts, rates of return and
holding times.
What we do at Drive
Planning is to bring the strategies of the affluent to you. You can be an
accredited investor with a lot of money to invest or invest only $20K with
Drive Planning. We offer great rates of return (we think it’s the best you’ll
find) and the least amounts of times necessary to see that return. And plus, we’ll
help you to protect your greatest asset, you.
Please use the contact
form (or my contact info below) to reach me for more details or to start with a 10 minute call.
