Short YouTube video from Freedom Family Investments (speaker: Danielle Robison) defining and describing their "strategy session" calls: they review an investor's current holdings (real estate, retirement accounts, stocks), clarify goals, and recommend tailored options among turnkey real estate, private money lending, or syndications (active or passive). Ends with a call-to-action to schedule a call via link in bio.
So what is a strategy session call? I have dozens of these calls each week talking to investors like yourself who are just starting to get interested in real estate or maybe know exactly what they want. So in these calls, we structure it, understanding what they're doing currently from an investment perspective, whether that's real estate, retirement accounts or stock market investing. And then where they're trying to go. And then we kind of lay out a plan and then go through the options that we have here at Freedom Family Investments. That kind of suits them best and the way that they can grow their wealth if they're looking for turnkey investment, private money lending, investing into one of our funds, we can help in a variety of ways, whether that's actively or passively, via our private money lending and syndications. If you're interested in learning more, click the link in our bio and we'll schedule a call.
Physicians and High Earners — What Real Estate Can and Can't Do for Your Taxes
