Paying Off Your Home

 

Paying off your home is a choice about security but also a financial decision as well. There are numerous factors to consider like interest rates, length of the mortgage, down payment amount but less obvious considerations like tax deductions, opportunity cost and control also play a factor in this decision process.

Our process at Drive Planning certainly addresses these questions for you and your personal situation. However, some of the conventional wisdom you thought to be true may not be as accurate as you think. So, if what you believed to be true wasn’t when would you want to know?

This short video addresses the mortgage choices of three couples. We would love to hear your feedback here or through any of our social media channels at Facebook or twitter.

Click Here For The Mortgage Video!

Winning Drive Planning

 

                           

Happy New Year! May this be a Year of Consistent Winning!

 

As Drive Planning takes a minute to reflect on 2018, we have one overwhelming and resounding thought; this is why we do it!

The “it” in which am referring to is promoting and delivering Contractual Wealth to our members. A large portion of our investments and strategies apply guarantees or security against loss.

These investments and strategies deliver a peace of mind that is enjoyed day in and day out with results that carry on year in, year out.

As I look back over my 22 year career, I can recall only a few times where we may have left money on the table. The most prominent being the late 90’s Tech Boom. Most of the technology we owned during that time was collared and hedged with guarantees, costing a little return. Ultimately, the strategies in place saved most who got caught up in the irrational exuberance.

Our Contractual Wealth Strategies have historically ranged between 8.5% into double-digit returns. This consistent performance generally beats the up and down volatility of the typical investments discussed in main stream media.

My message today serves two purposes. First, to say thanks for working with Drive Planning and trusting our strategy. Lastly, if you desire to engage further with us, we are here to serve you and your family to make 2019 the year of consistent winning.

Cheers,

Todd Burkhalter
CEO, Drive Planning

 

Learn more by connecting with me on LinkedIn, twitter or Facebook.

Happy New Year!

December 31, 2018 — Leave a comment

HNY The Life

 

Happy New Year from Our Entire Team!

 

We have enjoyed these holidays and are looking forward to all that 2019 brings. Last year was an incredible year for The Life You Can Afford to Live and our entire team at Drive Planning.
We added a number of new investments, programs and a ton of educational events throughout the year. We are planning on even more growth in 2019! Thanks for following along here and on all of our social media channels. As always please continue to share our message with your friends both on-line and in real life:)
Cheers!
Todd Burkhalter