Member Resources

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.

 

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

Upcoming Events

Exclusive events focused on the unique needs of private investors.
Go to Upcoming Events

Podcasts

Hundreds of informative audio podcasts on a variety of financial topics.
Go to Podcasts

Recorded Webinars

Informative webinars with seasoned industry experts spanning the spectrum of wealth-related topics.
Go to Webinars

Newsletters

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.

Go to Deal Inventory

Educational Videos

Quick 2-3 minutes videos illustrating high level strategy and plans related to numerous topics impacting your money.

Go to Videos

White Papers

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.

Go to White Papers

Financial Calculators

Need to run some quick scenarios? These financial calculators will do the math for you!

Go to Calculators

Economic Data & Outlook

See what’s happening Nationally and Globally to better understand current market conditions.

Go to Economic Data & Outlook

Worksheets

Worksheets help you to organize your current portfolio so you can take a more analytical approach with your money.

Go to Worksheets

Strategic Partners

Exclusive partners serving our business development clients.

See Strategic Partners

Financial and Wealth Roadmaps

Exclusive roadmaps helping Aspiring Accredited Investors get started.

See Roadmaps

New Platinum Member Onboarding

Helping New Mile Marker Club Platinum Members to jumpstart using the full features of your new Membership.

See New Platinum Membership Onboarding

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 For Members

Wealth Strategy and Education by Life Stage–COMING SOON

We all experience different stages as we progress through our lives.  Each stage brings unique and special considerations and implications to the numerous wealth decisions we make.  Checkout the wealth of information waiting for you, nicely packaged based on these unique life stages:

Divorce

Has Children

Married

No Children

Single

Widowed