Make, Invest & Protect...


You asked for it, you got it! A professional, pre-paid coaching and consulting staff that you can e-mail or fax 24/7, or call toll-free 12 hours a day, five days a week to help you or a family member take the guesswork out of any financial decisions, be it personal finances, real estate or small business.


"For Members Only"

The Foundations of Wealth


The following guides are available to help you on your road to financial success. Each guide is in .pdf form, and requires a PDF viewer such as Adobe Reader to view and print. Over 90% of computers already have it installed, so don't worry; but, if you need to install it for FREE, visit this link: Download Adobe Reader

01. Determine Your Financial Starting Point
02. Your New Life as a Financial Success
03. Create Your Records Management System
04. Take Control of Your Credit
05. Master Credit Card and Bad Debt
06. Obtain Better Life Insurance
07. One-Minute Life Insurance Worksheet
08. Cut Homeowner's/Tenant's Insurance
09. Cut Your Automobile Insurance Costs
10. Get Rid of Rip-Off Insurances
11. Adopt The 10% Solution
12. Get Your Free Portfolio Review
13. Invest for Your Retirement
14. Open Your Mutual Fund Account
15. Minimize Your Taxes
16. Increase Your Take Home Pay
17. Plan Your Estate
18. Estate Planning Worksheet
19. Sample Wills
20. Estate Records Organizer
21. Assess Your Entrepreneurial Skills
22. Starting Your Business
23. Business Start-Up Checklist
24. Compare Entities and Choose a Business
25. Set up Your Business Entity Yourself
26. Buy Your Own Home
27. Get Pre-qualified for a Mortgage
28. Making an Offer

Members Only
29. Advanced Business Plans That Get You Noticed
30. 7 Survival Tactics in a Tough Economy
31. 6 Paths to Sanity
32. The Absolute Cheapest Way to Set Up a Business LLC
33. The Three Best States to Set Up a Business LLC
34. Online Tax Lien Auctions - How to Get Started Earning 16% From Home
35. Texas Tax Deed Sales: The 25% Alternative
36. The Three Biggest Risks in Tax Lien Investing
37. How to Screen a Tax Sale List
38. The Only Government Agency That Offers Home Financing to Investors
39. How to Write a Government Grant
40. Advanced Tactics for Cleaning Your Credit Report

...many more articles and resources are available once you become a member.

Send me an email and let's set up a time to talk:


Learn more about the concepts of Wealth Umbrella through Wealth In a Box


wealth in a box click here