Legacy & Wealth Building

Provide useful and practical information regarding the Self Directed IRA industry and how one can take charge of financial wealth building and position their legacy.

Legacy & Wealth Building

Our mission is to provide exceptionally useful information regarding the Self Directed IRA industry. Facilitate training and development activity that demystify the investment industry through valuable information sharing, timely communication commentary and easy to use investigative tools to launch your desired financial wealth building process. Are you ready state to begin investing in your financial growth and development?

Frequently Asked Questions

Benefits of a Self Directed IRA

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An excellent place to start building wealth for your desired future.

Tax advantaged retirement account that allows you to choose which investment are made.

Tax advantaged retirement account that allows you to choose which investment are made.

Potential investments through self-directed IRAs significantly exceeds traditional IRA choices, which allows account owners a more proactive approach to improve investment returns and managing risk.

Strongly recommend that you consult with a professional tax advisor to seek counsel before entering into this type of investment to carefully explore the ramifications for specific situation.

One of the most common products is real estate IRA which is used to purchase, manage real estate properties and/or lending to other investors.

 

Upcoming Topics

  1. EF Choice & Associates Motto-“Earn It”, “Save It” ; “Invest It”
  2. Facilitate training and development activity that demystify the investment industry through valuable information sharing, timely communication commentary and easy to use investigative tools to launch desired financial wealth building processes.
  3. Design protocol and/or strategies that assist professional in defining what legacy mean for them and create actionable steps to move closer to desired outcomes.
  4. Identify and communicate techniques that help individuals determine their mindset regarding money and wealth.
  5. Deploy a financial accountability model that drives an abundance mindset, becoming an educated financial consumer and taking charge of your Devine destiny.
  6. Aspiring to be a financial LENDER not a BORROWER.

SERVICE OFFERINGS

Tools, techniques and/or strategies where EFChoice can help.

Portfolio Assessment

Could your portfolio be performing better?

Investment Opportunities

Building a strategy for self promotion in the new environment to for successful transition.

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Investing 101

Assessment of current challenges and desired outcomes.

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Advanced Investment Techniques

Learn how to properly frame conversations both verbally and written.

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Portfolio Planning

Identifying where you are know and what you need to get to where you want to be.

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Transition Planning

Find out whats going on behind the scenes in order to minimize blindspots.

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Retirement Planning

Process Structure Techniques, strategies and tools to facilitate transition.

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Wealth Building Mindset

Developing a mental model for approaching building wealth.

Becoming a Lender

Gain returns like a bank.

SELF-DIRECTED IRA INVESTING ARTICLES

NEED SUBTITLE ------WHAT'S INSIDE THE BLOG ARTCLES. EX. All techniques and/or strategies are designed to establish a dynamic balance between executive coaching and leadership development. The top twelve (12) critical success factors for Coaching:

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