Create your Legacy

Opportunities to partner

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.


Serves target demographics for inclusion in the program. Awarded funding by a target funder. Partners to service distressed owners with options to stay, profit, or build legacy. Ways to use equity, land sale to reduce cost, 2nd mortgage (with title), negotiating with banks, buy/sell if needed.

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

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

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

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