8:00am – 5:00pm CST

Monday to Friday

Bloomington,

MN 55431

612-704-6969

Realize LLC connects Wealth Knowledge Tools to individuals and Families.

June 13, 2021

8:00am – 5:00pm CST

Monday to Friday

Bloomington,

MN 55431

612-704-6969

Services

take your life back

Building Proper INSURANCE for Generations

Realize LLC maintains wealthy and those with proper financial guidance require proper insurance tools makeup a major portion of their plan in generational sustainable wealth building. Realize LLC offers complimentary (free) needs analysis in determining life, health, business, and disability insurance to protection.  A commitment is made to all clients that unless they are fully informed of disadvantages, advantages, costs and realize their need (not wants of sound good opportunity), we will not move forward in sale of any insurance or retirement product.  An offer of ongoing financial and tax efficiency assessment is provided to committed clients in reaching a tax-free retirement. We offer unique and custom products for each individual or family that provides the value needed in a specific case; we are not a captured (restricted to one organization- ex State Farm. .. ) carrier of products.

Tax free retirement is understood as having a tax obligation not exceeding standard deductions and RMD where proper planning is followed from a certified tax professional implementing shifting strategies towards minimum taxes (ex. Not withdrawing distribution triggering provisional taxes of social security benefits. . .).

wealth transfer

Equity Holding Land Trust (estate planning tool)

Realize LLC offers access to a major protection tool unknown (largely) in the public for asset protection. We offer direct access to the Equity Holding Land Trust and provide guidance in use of the trust for estate planning purpose. We clarify why use of the Equity Holding Land Trust provides significant value over the use of a “Fully Funded (Living) Family Trust. Our services eliminate costly fees in traditional real estate transactions and most transactions are made with no money or low amounts.

home equity

Discounted Mortgage Investing

Realize LLC provides guidance on how to build wealth by buying, selling and holding discounted mortgages. We provide free quotes and cash payments to residential homeowners in need of immediate cash where their investment returns are locked into long-term contracts. Realize LLC provides a complete servicing of all transactions from offer to closing requirements with title companies.

dollar bill

Notes Buyer

Access your cash today instead of monthly payments.

  • Are you receiving monthly payments from a seller-carry back mortgage?
  • Would you like to have a lump sum of cash instead?
  • We pay top dollar for mortgages.

CLICK HERE to learn more or get a free quote today.

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