The Legacy Keepers Program

For entrepreneurial investors and business owners who want to create a ‘Profits to Portfolio’ and level up their money game. Create more freedom, more wealth and lead and leave your legacy.

You might ask what is ‘Profits to Portfolio?’ In short, it’s a proven strategic wealth system for business owners and investors, a system which:

» Allows you to bridge the gap from where you are to where you want to be financially

» Creates multiple streams of passive income flowing into your life whether you work or not

» Attracts quality off-market investments without you needing to look

» Allows you to grow your wealth on semi-autopilot

» Is a diversified portfolio of assets which can handle any economic cycle

» Is protected and can be left for generations to come

There is no sell here and this program is definitely not for everyone. In fact, this is ‘not’ for a lot more people than who it is the right fit.

Here is what I have found...

Many investors and business owners face these types of common challenges when they go into business. They begin with the hope that it would give them the freedom they want but soon find it to be all consuming and seemingly a never-ending pit to pour time and money down.

They are totally unemployable though and have to be in control of their life and destiny, so really there was no other option. Being natural go-getters, they ‘make it happen’ and have created a business which is financially successful and generates cash flow to support a quality of life, however, they know they need to be doing more in their wealth outside of business.
The weight of being tied to the business with no exit plan in place presses down continuously and then there is this voice which nags incessantly

“I wish I could make more money in less time, so I can focus on things which really matter to me”

There is a greater level of freedom you could be living. There is a greater impact you are here to make and a wealth portfolio is an essential tool to help you create it. This program will help you build that tool.

Who is this for?

1. People with business or investment portfolios who are currently doing 6 figures or more and who want to build a wealth portfolio and get their money working for them harder.

2. People who know they can be doing so much better financially and are willing to put in the work to make it happen.

3. People who want to create an exit plan from their business, so being in business becomes a choice and not a need.

4. People who value time more than money.

5. People who are open-minded and want access to ‘off-market’ deals and opportunities.

6. People who value helping others and want much more out of life than just making some money.

7. People who want to create a bigger impact on the planet and in their life and leave a legacy.

8. People who are already successful, and want to double their time off and level of freedom.

9. People who want to forge some deeper level relationships with other entrepreneurs and have real conversations.

Who is this NOT for?

1. People who are just in it for the money and don’t care about leaving a bigger impact.

2. People who are looking for get rich quick or a silver bullet to solve their problems.

3. People who are not willing to take responsibility for their situation, their decisions, and their future.

4. People who are not willing to invest in their wealth futures – time, money & energy.

5. People who can’t handle bigger and deeper conversations.

And now for some straightforward honesty:

A solid investment from you is required:

» There is a FINANCIAL investment to join the Legacy Keepers
» There is an IMPLEMENTATION investment – meaning you gotta do the work
» There is a YOU investment – meaning I want you committed to creating change

Here's how it works

This program is application only.

Step 1: Your first step is to enter your email address below and you will be taken to an online survey.

Step 2: Complete the application form thoroughly and with thought.

Step 3: Your application will directly go to my office and either one of two things will happen.

1. I’ll decide that we’re not a good fit and I’ll let you know politely, or

2. I’ll decide we MIGHT be a good fit and someone from my team will schedule a call to see if we really are.

Nobody will pressure you or hassle you. If you want in, great. If not, no problem. As I stated in the beginning, this program is NOT for everyone.

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