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Notes and Passive Investing

First Shield Financial Blog & In The Media

Exploring the Advantages of Stable Investments: A Comprehensive Guide to Mortgage Notes

Unlock the potential of mortgage notes as stable investments, offering steady cash flow, reduced risk, and attractive returns in a diversified portfolio. ...more

mortgage note investing ,advisor partnerships

January 14, 20256 min read

Exploring the Advantages of Stable Investments: A Comprehensive Guide to Mortgage Notes

Unlock Your Equity: Cash Out from Your Real Estate Investment Property

Unlock Your Equity: Learn how to cash out from your real estate investment property, access funds, and reinvest for greater financial growth and opportunities. ...more

mortgage note investing ,advisor partnerships

November 26, 20245 min read

Unlock Your Equity: Cash Out from Your Real Estate Investment Property

Advanced Topics in Mortgage Note Investing

To facilitate the integration of mortgage notes into your practice, we offer the following resources and opportunities: Coaching for Financial Planners: Enroll in our specialized coaching program to b... ...more

mortgage note investing ,advisor partnerships

February 07, 20243 min read

Advanced Topics in Mortgage Note Investing

Mortgage Note Investing: Implementation and Best Practices

Financial planners implement mortgage note investments by building expertise through education, research, and certifications. They can beat the learning curve by partnering with professionals who h... ...more

mortgage note investing ,advisor partnerships

February 06, 20243 min read

Mortgage Note Investing:  Implementation and Best Practices

The Competitive Edge: Staying Ahead in the Financial Planning Industry

It’s likely that you’re still in the thick of it with your research into what mortgage notes are and what they’re all about, and that’s a-okay. Keep doing what you’re doing. Some people stay in this r... ...more

mortgage note investing ,advisor partnerships

February 05, 20244 min read

The Competitive Edge: Staying Ahead in the Financial Planning Industry

Strategic Integration of Mortgage Notes in Client Portfolios

If you’re still with us, you’ve likely decided that mortgage note investing is indeed a strong option for your client portfolios. So…now what? The next step is to dig further into the world of mortgag... ...more

mortgage note investing ,advisor partnerships

February 04, 20243 min read

Strategic Integration of Mortgage Notes in Client Portfolios
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