Our unique approach to helping you generate income during retirement revolves around a well-thought-out plan and our multiple investment strategies. For more than 40 years, owner Jeff Brown and the BawldGuy Investing team have helped clients combine investment strategies in unconventional ways that vastly improve results, often exceeding the average investor’s growth by two or three times to one.
We call it a Purposeful Plan; a solid strategy we help you develop and adhere to, where every piece has a distinct purpose and acts as a specific step along your unique path to help you reach your retirement goals. While customized just for you, every plan is built on our Four Pillars. These Four Pillars are planned, executed, and timed so that real estate assets are all free and clear by retirement day, and the maximum portion of income the investor receives during retirement is tax free.
“If you build your wealth the right way and use the right kind of tools, and some of these tools that Jeff has talked about, you can actually use those to start building a foundation on that for future generations.”
“Jeff is charismatic, very engaging, full of information, and full of awesome stories. He is a lot of fun to talk to.”
“He sets up systems which means that I don’t have to worry. I bought without him before and I had to find the property manager, the mortgage lender, the insurance broker, all of that headache – he makes it simple and easy.”
“Jeff’s an honest and straight shooter; I don’t know how else I can confirm that he’s a good guy. Everything that he said, he’s done.”
“The event really opened my eyes to other ways to generate income. And the light bulb came on for my wife too. There’s plenty of opportunity to ask questions. It was really intimate.”
The Four Pillars
Within each Purposeful Plan are our Four Pillars, the pieces that work together to get you started, and eventually provide you with a comfortable—and in some cases more than comfortable—retirement income for the long term.
Purchase high-quality rental properties you’ll own free-and-clear at retirement to provide significant income during retirement.
A life insurance policy that you pay into for a chosen number of years, which then supplies you with tax-free income.
Notes in Own Name
Mortgage notes that, when performing, offer you regular income opportunities as well as interest.
Notes in a Roth Wrapper
Mortgage note payments like Notes in Own Name, except all income is tax free.
The BawldGuy Investing concept may not be for everyone. But for many, it’s an amazing opportunity to develop a working plan with your retirement goals and objectives as the core, and ongoing income at retirement.