I’m sitting here in Bahia De Avoided, Mexico having a Corona and looking at the ocean. We are going into our second month of a three month trip cruising the Mexico Pacific coast with my friends in their 43′ sailboat. We will be back in February next year. All this is possible because of you and Freedom Growth which helped me achieve my retirement goals. CEP is going great, just as advertised, it deposits each month into my IRA account and then into my checking account. None of my friends believe I’m getting 10.85% interest.
Thanks again for your help and direction. I’ll check in with you when I return.”
– Bob Ray
“David unlocked my Self Employed Pension so I could invest part of my retirement funds in land and in real-estate backed assets offering a fixed return.
I am a busy professional and fairly sophisticated investor. I don’t have time for any BS. David is “just what the doctor ordered.” He customized my investment portfolio based on my retirement needs and my personal values. H met me with me personally and got straight to the point — with graphic illustrations and a range of options. I appreciate that he did his homework in advance of our meeting, he listened actively, and he had a pretty good sense of humor, too.
David and Freedom Growth occupy a unique niche market for real-estate based retirement vehicles. Over time, I envision a lot of copycats doing something similar. For my money and my retirement, I put my trust in David Coe.”
– David Mallen
“Dave is one of the top professionals in the self-directed IRA world. He teaches about this subject better than anyone. Dave will take the time to understand your goals then help you implement the plan. I am a parter at Freedom Growth but I’m also a client. Dave has taken great care of me in diversifying my 401(k) with real estate.”
– Michael Ritter
“I met David Coe last year at one of the real estate conventions and he stood out to me as very knowledgeable, someone who clearly communicates and does what he says. David took a lot of time working with me to find out what type of investment works best for me and what option is most reasonable that also works in the long term. I have recommended David to numerous other people and organizations and they were just as pleased with him. He is one of the few people that one comes across in life, which is the reason why I have no hesitation on my part that I would hire David again for any future project.”
“As not only first time real estate investors, but first time real estate buyers period, David walked us through the process of finding the best investment for our financial situation and held our hand through the entire escrow process. He was our guide and advocate and made the process as easy as possible for us. We have just received our first check on a cash flow positive real estate investment and that feels fantastic! We would highly recommend David for all of your real estate investment needs whether using a self directed IRA or not. He is an expert in the area of self directed IRA, 401K, and “solo k” investing in real estate.”
– Meghan Kerner and Michael Sevier
I just want to thank you again …… for everything! When you said you were pushing Paul for tomorrow because you knew I would be running around and packing for my trip on Saturday……….well, that’s the kindest thing you could have said
You are quite amazing, David, and as much as I want your business to prosper and grow……….I’m hoping you don’t get so big that you forget us little guys.
You also must be clairvoyant as I was just thinking about the Matt joint venture deal. And voila! There’s an email from you to Matt and an answer! Can you pick some winning (big bucks please) lottery numbers for me?
I’ve also wondered if you’ve given thought to taking your company (or at least the investors) international? Say real estate in the Caribbean? Let me know if you need me to look around when I’m in T&C :}
I’ll wait to hear from you tomorrow and get some good sleep…..50 pages is a lot to read!”
– Jeri Kremer
From Our Seminars…
“As a tax adviser, I attend several similar discussions every year. This was, BY FAR, the most informative and professional event of its kind that I have attended.
When discussing any tax-based investment strategy, the limitations of the strategy are as important as the possibilities. The speaker (David Coe) did an admirable job of balancing the two sides of the presentation.”
“I attend programs like this on a regular basis. Most are complete sell jobs and the ulterior motives are evident. Some are so basic that they are a waste. And sometimes, just sometimes, I attend an event like I attended with David Coe on August 21st where the information is good and the sales pitch is kept to a minimum. Great work David.”
– Katie Rivera
“Thanks to David for organizing a truly meaningful event. As a lawyer and a physician, I don’t have much time to spare, but the time I spent at the presentation was well worth it. All of the presenters were exceptionally well-prepared and well-spoken. I came out of the seminar with a legitimate interest in each of the investment vehicles presented; now the only issue is which one to choose.”
– Brad Kramer