With great interest in also following his paternal grandfather’s proven path, Jared built an extensive real estate portfolio that included apartments, buy-and-hold single-family homes, flips, and short-term rentals, and achieved significant success in residential land development. Throughout his career, he has guided clients nationwide in owning real estate portfolios that produce consistent cash flow and generate major profit events to fund tax-free growth vehicles, providing tax-advantaged retirement income streams and supporting the rapid growth of income-producing properties, while making them safer and more secure. As his tenants paid off properties for him and his clients, they also built a second, often six-figure tax-free retirement income stream.
The real estate strategy generated substantial long-term wealth, as property values quadrupled over a 25-year period. However, owning up to 200 properties at one time also meant that real estate could be highly cash-intensive. Furnaces quit, roofs and water heaters needed replacement, tenants moved out, and there were times when he or his clients had to cover these mortgages during vacancy periods.
Having the cash flow positioned in the right vehicle, with solid rates of return and tax-free growth, made the real estate investments much safer because there was always a substantial reserve of capital to cover emergencies and seize opportunities. This cash flow system has the ability to grow to very large numbers and provide years of tax-advantaged withdrawals, while also providing a comprehensive safety net in case disability, assisted living, or death brought an end to earned income before his Seven Figure Solution retirement strategy was complete. Most importantly, the substantial savings vehicle provided capital for down payments on additional assets, which increased tax advantages, keeping hundreds of thousands of dollars in his and his clients’ pockets that would have otherwise been lost to taxation.
Jared and his wife Diane are the parents of five children. He is an avid reader, history buff, world traveler, and enjoys serving in his church and community. He loves SEC football, the Atlanta Braves, and traveling the country in search of the best barbecue.
