Welcome to the Member Resource Library!
Below, you’ll find links to all the important areas of your membership site. Please feel free to peruse the site and definitely let us know if you have any questions.
Annual Review Process for Platinum and Gold Members
Having an annual review of your WealthCare plan is a critical component to your financial success. This section contains important documents and elements to be reviewed during the 2018/2019 annual review season.
See Annual Review Worksheets For Members
Members-Only Resource Calls
This monthly call/webinar will provide our Mile Marker Club Platinum and Gold Members with even greater access to discussion about wealth strategy and deal flow.
Go to Members Only Resource Calls
Mile Marker Club Member Benefits
Exclusively for Mile Marker Club Members
See Mile Marker Club Member Benefits
Personal Financial Website
Exclusively for Mile Marker Club Platinum Members
Login to my Personal Financial Website
Personal Financial Reports Tutorial Videos
Exclusively for Mile Marker Club Platinum Members to learn more about using the powerful financial reporting tools
Watch the Financial Reports Videos
Exclusive events focused on the unique needs of private investors.
Go to Upcoming Events
Hundreds of informative audio podcasts on a variety of financial topics.
Go to Podcasts
Informative webinars with seasoned industry experts spanning the spectrum of wealth-related topics.
Go to Webinars
Monthly newsletter covering a wide range of topics relevant to both investors and deal operators alike.
Go to Newsletters
Available Deal Inventory
For Mile Marker Club Members and Subscribers to access available deal flow.
Quick 2-3 minutes videos illustrating high level strategy and plans related to numerous topics impacting your money.
Looking for the play by play on a certain strategy to consider adding to your portfolio? Checkout the White Papers for steps to bringing that strategy to life in your financial plan.
Need to run some quick scenarios? These financial calculators will do the math for you!
Economic Data & Outlook
See what’s happening Nationally and Globally to better understand current market conditions.
Worksheets help you to organize your current portfolio so you can take a more analytical approach with your money.
Exclusive partners serving our business development clients.
Financial and Wealth Roadmaps
Exclusive roadmaps helping Aspiring Accredited Investors get started.
New Platinum Member Onboarding
Helping New Mile Marker Club Platinum Members to jumpstart using the full features of your new Membership.