One of our associates is working with a client who owns six Culvers who doesn't really have much in the way of planning. He is an accredited investor. What I like about Drive Planning is that we take the same strategies that we'll use with this client of affluence and bring them to those who don't have $100,000, $250,000, $500,000 and more to invest.
For instance, with our REAL program that requires a minimum of $20K, we just had two clients over the weekend, each put in $600,000. But please also know that if you don't have this kind of money (yet) we are "in a hurry" to help you, and all people. If you are intent on being better and learning these strategies, I will help you. Be intentional.
"Please if you aren't a member of this bank, go to the Drive Planning line".
With Drive Planning, you can become a member as a customer or a client, and if you aren't ready to do that, please know that I have other products, services and educational materials that can help you. Just continue to watch my social media.
Please, I invite all of your questions. Use the contact form on this page.
Until then,
Best of continued Success!
Terry (Ter) Scott
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