When You Become Part of Our Family,
Your Money Can Do More.
What to Expect When You Join
Joining Mile Marker Club
Mile Marker Club has a collection of customized features and benefits designed to serve the needs of its members. Any one of these benefits can have a great impact on the growth and preservation of your wealth. We partner with you to achieve your financial freedom while preserving it for generations to come.
ONGOING FINANCIAL EDUCATION
Blogs, newsletter, and strategy-specific implementation guides
Economic data to help guide your capital allocation decisions
Educational videos to help you craft your own plans
Industry expert webinars
Live, in-person symposiums
- Access to your own personal financial website
- Annual goal-setting and wealth objectives strategy session
- Business succession planning
- Estate and legacy planning
- Family wealth retreats
- Liability and expense management framing
- Passive and active cash-flow forecasting
- Pension plan maximization
- Personal financial reporting
- Private 1:1 coaching with industry experts
- Private, members-only deal flow library
- Rental property portfolio analysis
- Risk management/insurance structuring
- Tax optimization
- Wealth Organization
- What-if scenario analysis
PRIVATE, ALTERNATIVE DEAL FLOW
It’s hard for accredited investors to find a consistent source of quality private deals. We do a lot more than just share deals; we’re involved from inception to investor communications to ensure we offer the best possible deals – for our members. We are investors, too, so we work with our various deal operators to ensure they can provide the highest standards you deserve.
- Due Diligence and Transparency - We initially vet deals and deal operators through our business development service process.
- Co-Investment - In many cases we are investing our own money right alongside our members. In every sense we are in it together.
- Multi-Sector Approach - By addressing multiple sectors in our deal flow, we give our members more opportunities for growth in constantly changing market conditions.
- Diversification of Risk Spread - We ensure our members have the diversification they deserve.
- Constant Flow - We are always looking for - and improving - content for our deal flow to provide our members with a consistent source of investment opportunities.