Company
Personniq is dedicated to delivering exceptional real estate
investment opportunities trough it's network of retail and wholesale
partners.
At Personniq, we take our promise to dramatically increase a person's
net worth
very seriously. But, that doesn't mean that we're going to be stuffy,
humorless
or difficult to deal with. We realize that clients come to us to elevate
their financial
worth. So, we will work with then until they are comfortable with the plan
that we
recommend. At any time, we're willing to sit down together to reevaluate
where we
stand and alter, if necessary, their asset plan to react to the
financial trends of a certain period.
Asset Planning with a Twist
As a fully integrated real estate and planning firm, we focus on using
secure, innovative,
asset-backed investments to greatly improve returns while maintaining
safety.
We educate and empower individuals to take control of their future by
using the
principles of leverage, compounding interest and equity management. We
also deliver
alternative investment products to our clients that were once only
secrets of the
wealthy.
Our initial meeting is key. Instead of being great talkers, we become
outstanding
listeners. Until we get a true understanding of what your goals and
needs are, we
cannot put together the proper asset plan. Once we assess your needs, we
can reach
into our diverse selection of financial tools.
Services we provide include:
Financing/Mortgage Structuring, Self-directed IRA (SDIRA), Insurance
Needs and Wealth
Protection, Business Structuring (LLCs), Estate Planning, and our Real
Estate Growth
Fund, which invests in real estate including new development, existing
properties,
raw land, deeds of trust, high-quality debt structures, tax vehicles and
return
participation.
Asset-Backed Investments
Personniq also offers a variety of asset-backed investments including:
Residential
Real Estate, Second Deeds of Trust, Tenants in Common (TICs),
Pre-development Projects,
and Condo-hotels. Asset-backed investments create built-in equity which
acts as an
additional layer of protection for your investments.
It all starts with our asset plan, the launching pad for financial
freedom. Its
a fundamental key to organizing and planning for wealth. This asset plan
tool allows
you to explore all of your investment options through Asset-Backed
investments and
blends your real estate portfolio with your entire portfolio, taking a
holistic
approach to wealth building.