Wealth Literacy
Wealth Literacy
Wealth Literacy is the fundamental foundation to create Generational Wealth (GW). Without it, efforts to GW will be futile. Goal unachieved. Allow Marcia to teach her seasoned wealth building skills from her experience as a
1) Lender
2) Underwriter
3) Signatory
4) Agent
5) Principle
6) Executor & Performer
Institutional Wealth begins at $50M
1) Where is the Real money?
2) How do I get Access?
If you cannot answer these questions, Wealth Literacy is for you.
If you are truly set on changing your financial position, heritage, legacy in the financial realm, then first the invitation is extended to learn, understand, evaluate, plan, prepare, then execute.
A series of wealth literary works and intellectual property
are in progress and will be out SOON for purchase
Hard Asset Acquisition is handled case by case based on asset class
Consignment is to assign the selection into our hands..
Specialty Insurance & Wraps are special…
Our core vendors, suppliers, and affiliates hale..
Tired of rocks in a box, inherited heirlooms stored
Passthrough, Business, Beneficiary and..
Wealth Literacy is the fundamental foundation..
Full Financial projections with structured doc preparation for a sound impressive plan ready to submit.
