Build a legacy

START YOUR LEGACY

BOA investment group mission is to enhance the life of individuals and families with resources to help them realize self-sufficiency, BOA investment group also feels the responsibility to help equip individuals and families with resources and knowledge that will help them understand and realize the impact of obtaining generational wealth and what it can do for generations to come, teaching the coming generation the importance of legacy. Providing direct/indirect services to assist

participants in becoming creditworthy, financed, and educated to thrive financially.

REAL ESTATE 101

LEGACY PLANNING

PROPERTY PLAN

Programs

Participants will review resources for aspiring and current home buyers, financing options, preservation incentives provided by county and non profits. Property planning, and how to learn more about investment properties.

Time to start your JOURNEY

YOUR LEGACY starts with one decision that can take your family towards a path to "Generational Wealth". We believe this journey requires each family member to focus on several principles: purpose, faith, and legacy.

Legacy planning Session

Legacy planning is a 5 part series guiding families through the first steps of legacy and ownership. Sessions will conclude with a 1-on-1 session to discuss a wealth plan with real estate consultation.

Classes will cover:

  • Foundations of family wealth building

  • Real estate fundamentals

  • Creating a road map to purpose

  • Family practices to ensure stability

  • Legacy planning for your community

  • First-Time Home Buyer Classes

Protecting Your Legacy

YOUR LEGACY starts with one decision that can take your family towards a path to "Generational Wealth". We believe this journey requires each family member to focus on several principles: purpose, faith, and legacy.

Property Planning

Property planning consultations guide families in a 3 part discovery process in understanding their property and future real estate options. Property planning purpose is to guide a family toward their legacy and initiate a process to guide future generations in ownership.

Session will cover:

  • Foundations of family wealth building

  • Real estate fundamentals

  • Maintenance plan

  • Review of zoning

  • Legacy planning for your community

  • Financing options

  • optional First-Time Home Buyer Classes

Building Generational Wealth

YOUR LEGACY starts with one decision that can take your family towards a path to "Generational Wealth". We believe this journey requires each family member to focus on several principles: purpose, faith, and legacy.

Generational Wealth

A series of consultations with professional service providers to guide families. Each session will focus on unlocking the next generations potential and investing in the knowledge of legacy builders.

Session will cover:

  • Foundations of family wealth building

  • Real estate fundamentals

  • Investments

  • Community development

  • Legacy planning

  • Family game night

  • Finance for ownership

  • optional First-Time Home Buyer Classes

  • Optional Investment Club

Protecting Your Legacy

YOUR LEGACY starts with one decision that can take your family towards a path to "Generational Wealth". We believe this journey requires each family member to focus on several principles: purpose, faith, and legacy.

Real estate Services

Meet 1-on-1 with our team to create or assess your real estate project. Our team will ensure that you're guided from planning to layout design to financing. 5 minute consultation required before review of plans and project.

Session will cover:

  • Real estate fundamentals

  • Maintenance plan

  • Review of zoning

  • Projected valuation

  • Marketing plan

  • Community development

  • Financing options

  • Investment review