Dear Insiders and Private Clients,
Since before COVID and continuing strong today, I’ve made it my mission to deliver these Master Classes here in Hawaii. Our commitment is rooted in a fiduciary duty of care, ensuring that every insider has access to real, research-backed insights and financial strategies. Today, with inflation pressing on all of us, these classes bring the knowledge you need to protect and strengthen your future.
Our United Legacy Masters series is all about giving you the tools to execute what we call the Dream – helping you create a stable, prosperous path forward, regardless of the market’s ups and downs. These sessions have gained traction, with Hawaiians discovering practical solutions to address real challenges.
Fixed Income Masterclass
Learn about our United Legacy Fixed Income Fund, offering a fixed 9% return – an investment designed to provide consistent income when volatility is high. This session will explain how our fund is structured to deliver reliable annual income, with many of our clients earning an average of $40,000 per year for three years. It’s an excellent opportunity to add stability and growth to your portfolio, especially with inflation impacting traditional investments.
Mortgage Strategy Masterclass
Sponsored by United Legacy and presented by American Mortgage Bank, this session dives into managing Hawaii’s increasing HOA fees and protecting your home. We’ll cover government-backed options, so you can keep your payments manageable and avoid undue strain. Discover solutions like FHA, VA, and USDA mortgages that offer stability in the face of rising costs, tailored for Hawaii’s unique market.
reverse Mortgage Masterclass
For those looking to access home equity or eliminate monthly payments, our Home Equity Conversion Mortgage (HECM) course, insured by HUD, is here to provide clarity. This session explores how a reverse mortgage can turn home equity into a line of credit or even replace your mortgage payment, giving you peace of mind and increased financial flexibility.
I look forward to seeing you and promise you’ll leave informed and ready to take on the future with confidence. You have my commitment – I won’t let you down.