Be confident in where you are going!
Your financial plan
If you've ever felt confused with all the investment options out there or felt you don't know enough, or been concerned about getting unbiased investment advice, you're not alone.
At B6 Capital we educate our clients about investment options so they feel comfortable and confident and are empowered with knowledge. Then together we build financial and investment plans that clearly identify our clients financial goals.
Our clients get absolute unbiased investment advice as we don't charge our clients a percentage of their investments or sale investment products. Our investment education covers real estate, stocks, insurance products, private equity and more.
What you get
They say a picture is worth a thousand words...we agree!
Step 1. A visual financial map. We start by building a visual map of your current finances. This allows us to clearly see where you are financially and what resources are available now and in the future to achieve the brightest financial outcomes.
Step 2. Goals & Target maps. These are financial goals you set that include planning to have retirement income, finances to purchase or pay off a home, paying for your kid’s education, going on that dream vacation, etc.
Step 3. Investment knowledge. We explore the different types of investments from stocks, real estate, private equity and more. Ultimately empowering you with knowledge so you can choose which investments fit you the best!
