purposeful planning

BAWLDGUY.COMBROWNANDBROWNINC.COM

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PLANNING

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WHO IS BROWN & BROWN?

WHAT DOES BROWN & BROWN DO?

HOW DOES BROWN & BROWN DO IT?

WHO IS BROWN & BROWN?

38 years of experience

Multi-state

10 years

Taught cash flow analysisto brokers

CCIM

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trained

of managementexperience

for 5 years

multi-clientproperty tax deferred exchanges

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BROWN & BROWN DO?

By applying the key aspects of property selection and timing-

whether you are selling or trading,

Brown & Brown produces superior results over and over again.

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The Purposeful

Plan

HOW DOES BROWN & BROWN DO IT?

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STEP ONE

HOW DOES BROWN & BROWN DO IT?

ESTABLISH YOUR LEVEL OF INVESTING SOPHISTICATION

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STEP TWO

HOW DOES BROWN & BROWN DO IT?

ESTABLISH YOUR CURRENT & COMPLETE FINANCIAL STATUS

BY LENDER PRE-APPROVAL

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STEP THREE

HOW DOES BROWN & BROWN DO IT?

ESTABLISH YOUR SOURCE(S) OF CAPITAL FOR YOUR FIRST INVESTMENT(S)

*CASH* *HOME EQUITY* *STOCKS/BONDS/ANNUITIES* *EXISTING REAL ESTATE INVESTMENT* *OTHER*

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STEP FOUR

HOW DOES BROWN & BROWN DO IT?

ESTABLISH YOUR PROFILE:*AGE*RETIREMENT PLANS

(PENSIONS, IRA/401K, ANNUITIES)*DO YOU LOVE OR HATE YOUR JOB?*ARE YOUR GOALS REALISTIC OR

COULD YOU BE MORE AMBITIOUS?

HINT: 95%

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STEP FIVE

HOW DOES BROWN & BROWN DO IT?

DECIDE WHETHER YOU’RE IN NEED OF CAPITAL GROWTH OR CURRENT CASH FLOW

need togrow first

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STEP SIX

HOW DOES BROWN & BROWN DO IT?

ESTABLISH LENGTH OF TIME AVAILABLE UNTIL RETIREMENT

IS THE TIME AVAILABLESUFFICIENT TO ATTAIN

YOUR GOALS?

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STEP SEVEN

HOW DOES BROWN & BROWN DO IT?

ESTABLISH YOUR RESERVE ACCOUNT BASED ON TOTAL CAPTITAL THAT IS ACTUALLY INVESTED

HINT:YOU SHOULD BE

LIQUID…

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STEP EIGHT

HOW DOES BROWN & BROWN DO IT?

EXPLAIN THE GENERAL PROCESS AND EXECUTE STEPS 1-7

HINT:IT’S TIME FOR THE

PURPOSEFUL PLAN

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IF YOUR PURPOSEFUL PLAN IS NOT GETTING YOU TO YOUR RETIREMENT

DREAMS, CONTACT US:

619.298.8100

JEFF@BROWNANDBROWNINC.COMJOSH@BROWNANDBROWNINC.COM

BAWLDGUY.COMBROWNANDBROWNINC.COM

PURPOSEFULPLANNING

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THANK

YOU FOR

VISITING!