Mark Willis, CFP®
Mark Willis, CFP® is a man on a mission to help you think diﬀerently about your money, your economy and your future.
Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author, and the owner of Lake Growth Financial Services, a ﬁnancial ﬁrm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of ﬁnancing, and to create tax-free income in retirement.
* Designing and implementing financial plans to increase liquidity, safety, and rate of return for high-income households ($200K+ year).
* Creating tax-free retirement income.
* Maximizing investment property ownership and equity.
* Sound, experienced advice delivered simply and thoughtfully
* Direct and straightforward communication
* First-rate service and customer care
* Confidence, clarity, vision, and intuition
Fire Your Real Estate Banker
By Mark Willis, CFP® / CERTIFIED FINANCIAL PLANNER™ As I write this, markets are increasingly volatile, interest rates are surging, and tax increases are looming. No matter when you’re reading these pages, I bet we haven’t solved the world’s economic problems....
By Mark Willis, CFP® / CERTIFIED FINANCIAL PLANNER™ For those who love to flip properties, how might you use the strategy of harvesting equity? Simple: take the profits from your first flip and use that profit to fund your policy. This will also work without...
CASH PURCHASE STRATEGY
By Mark Willis, CFP® / CERTIFIED FINANCIAL PLANNER™ First, let's outline the easiest way to use this policy: a cash purchase. It’s best to think in terms of four straightforward steps: Use the equity in your policy to purchase real estate. The policy continues...
By Jessica Lanning, JD, CFP® The “step-up in basis” rule confounds so many investors and wealth-building families, typically around taxes, how to manage assets, and the financial aspects of estate planning. Let’s start with the basics and cover why it trips...