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| Welcome to Tri Equity Management, LLC |
THE NEWEST #1 FEAR OF AMERICANS TODAY IS "WILL THEY OUTLIVE THEIR MONEY"? TRI EQUITY MANAGEMENT SPECIALIZES IN TEACHING CONCEPTS ON HOW TO OVERCOME THIS FEAR BY HARVESTING ASSETS MOST ARE UNAWARE THEY CAN SAFELY USE FOR THIS PURPOSE AND GUARANTEE THAT THE PRINCIPAL WILL BE PROTECTED AGAINST LOSS. REGARDLESS OF WHAT ASSETS THEY WANT TO PROTECT, OR IF THEY DECIDE TO USE A HIDDEN ASSET SUCH AS THE IDLE, NON PRODUCING EQUITY IN THEIR HOME. JOIN THE GROUP OF PEOPLE WHO AFTER ATTENDING A WORKSHOP, SUDDENLY REALIZED THE POWER OF THIS PROVEN STRATEGY THAT ENABLED THEM TO BUILD ADDITIONAL WEALTH OF A HALF MILLON DOLLARS OR MORE FOR THEIR FUTURES AND HOW THEY ARE ARE TO TRANSFORM IT INTO TAX FREE LIFETIME INCOME. SEE HOW THIS CONCEPT IS CONTRARY TO THE RECOMMENDATIONS OF MOST STANDARD FINANCIAL PLANNERS BECAUSE IT CAN ALSO BE DONE WITHOUT THE NEED OF PUTTING YOUR INVESTMENT AT RISK OR HAVING TO SPEND LESS TODAY IN ORDER TO BE ABLE TO SAVE MORE FOR TOMORROW.
We are conveniently located in
CARY, NC 27513
Phone:(919)-463-5650
Fax: (919)-463-5652
TRIequityManagement@nc.rr.com
If you have any questions, please feel free to email us.
WHAT WE DO
At Tri Equity Management LLC, we specialize in teaching people of all ages,before and after retirement, in most any financial situation, how to seize financial opportunities you never knew existed. Although our primary strategy is to teach homeowners how to use their biggest investment asset, which in most cases is their home, as a part of their financial plan and transfer it into wealth for their future and the future of their heirs, we also teach anyone, even non-homeowners, or homeowners with little or no equity presently in their home, methods to improve their present financial situation without additional costs or making major changes to their current lifestyle. This includes stratagies on how to protect your IRAs and 401k(s) as well as any other assets you are investing for your future. We educate you on how to overcome and even eliminate the restrictions, limitations and tax consequences put on your money in government plans and how to avoid lose of your money during downward turns in the stock market. You will learn how to take back full control of how and when you can access or transfer YOUR money or pass it to your heirs at 100% or better of it's current value without the risk of loss as is with most investments today.
The most powerful strategies we teach, however, are to existing homeowners and real estate investors on how to harvest the equity in their home(s) and make it work for them. Tri Equity Management LLC is a Financial Services company with over 31 years of experience in helping our clients manage their future. Moreover, what separates us from all of the rest of the group of Financial Planners across the country is that we have been sought out by many, with the highest level of trust and respect for our ability to offer sound advice, without any hourly fees or costs to you for our services, since our compensation comes only from the financial institutions we do business with. Nationwide, our organization has become known as the EXPERTS in helping manage your largest asset, which in most cases is the "EQUITY" that you have in your real estate. As most of you already know, your equity is anything in the value of your house that is above and beyond what the mortgage balance is. Our goal is to teach concepts and give insights that are contrary to popular belief, such as why it is no longer in your best interests to have, what we believe to be one of the worst mortgages a homeowner can have in today's economy, that being the traditional 30 year fixed rate mortgage or why having no mortgage at all can be more costly over time then having one.
Like many Americans today, are you too one of them who is caught up in the financial thinking of the last century? That is when we were taught by our parents and grandparents to buy a home and pay it off as soon as possible. In going along with that strategy many homeowners are now entering their retirement years with a paid off mortgage and all of their assets trapped in their homes. Most are left with no other source of additional income to rely on outside of Social Security. Many are forced into reverse mortgages, having to then use the equity in their homes as a means of survival. Imagine if they had put those lazy idle equity dollars now trapped in their homes to work for them years eariler in a safe and risk free environment with a reasonable rate of return. The result could have reaped as much as an extra million dollars or more for them over and above what they now have while the cost would have been the same. We ask all our clients why are they leaving all this money lying around in the walls of their house to look good on a balance sheet, allowing it year after year to earn ZERO interest when it could be working for them? And even if you are already in your retirement years, our strategies can still work for you.
Many of our clients across the country have found that by using us as Strategic Advisors we were able to show them:
*A safe and secure way for qualified homeowners to separate equity from their home and how to put that equity into a risk free side fund.
*How to, unlike a majority of other investments, guarantee the principal in the side fund to increase from year to year.
*How to create enough wealth for them to enable them to pay off their home years in advance.
*How to access the money that is growing IN THE SIDE FUND without having to qualify for it.
*How to make free and easy withdrawals from the side fund without strict limitations.
*How to access the accumulated wealth in the side fund TAX FREE.
*How to eliminate the fear of outliving your money BY creating a LIFETIME TAX FREE INCOME in addition to any other income you may have at retirement.
In many examples of our existing cases, the numbers have shown that this account grows to several times the value of their home and has amounted to millions of dollars of supplemental retirement income that they otherwise would not have had.
If you are looking to increase your retirement income, save for a child's education, become debt free, be able to own your home free and clear years ahead of your present mortgage, or just improve your present financial situation in hopes of becoming financially independent, you can find out more about these strategies by attending one of our FREE two hour presentations. Just click on "SEMINARS" on our MENU above and see how to register and reserve your seat. Even if you currently don't have equity in a home, we have alternative strategies to help you achieve your goals.
Created on 02/04/2003 10:24 AM by admin
Updated on 05/01/2009 09:24 PM by trieqmgt
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