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Banks Plan - Coggle Diagram
Banks Plan
Real Estate
Velocity Banking
Rental Accumulation
Centralized Maintenance
Destination Real Estate (Own where we travel)
LOC/Asset Based Loans
Investing
Index Funds
Monthly Contribution
Stocks
Blue Chip All Star (Apple, Telsa, Google, etc)
Buy own dip
5 to 20 year holdings
Short Term
LEAPS
1 to 2 years
VIX
Roth IRA
Hedge
Small Percentage
Gold
Corporate Bonds
Business
Transparent Appraisals
Baton Rouge Office
Transparent Real Estate
single family rentals
multifamily rentals
The Banks Team Realtors
Baton Rouge Office
DFW Office
Franchise (OPM)
Family Trust
Put Businesses
Stock Accounts
Whole Life Policies
Savings
Whole Life Policy
Money Market Accounts