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1) My total assets add up to over $1 million (excluding the value of my primary residence)
2) I’ve earned over $200,000 per year for the last two years (or $300,000 total with my partner)
3) My total assets add up to less than $1 million (excluding the value of my primary residence)
NEED HELP? Click here or scroll down to review examples of a qualified, Accredited Investor
Janice is a 73-year-old retired teacher and widow who spent over 40 years shaping young minds. After a lifetime of smart financial planning, she’s now focused on enjoying her retirement and ensuring her money lasts. Over the years, Janice and her late husband saved diligently. Today, she has the following assets:
1) $50,000 in a Savings Account
2) $790,000 in her husband’s inherited IRA
3) $260,000 in a Brokerage Account
4) Paid-off Rental Property with a $170,000 value
Janice qualifies just from her savings, IRA, and brokerage account totaling a $1.1 million net worth. With her additional rental property, she is well above the minimum qualification to access the GV Bonds opportunity.
Robert is a 68-year-old retired business owner, married to Betty, with 3 kids and 8 grandkids. After decades of hard work, Bob is now enjoying his retirement, spending quality time with his family, and ensuring his money works for him.
Even in his retirement, Bob receives income from the following sources:
1) $40,000 from Social Security
2) $65,000 from his Union Pension
3) $105,000 as an Electrical Consultant
Because Bob’s annual income is over $210,000 per year, he qualifies. Bob is now looking to step away from the consulting role and is interested in exploring GV Bonds to replace that income, allowing him to enjoy his retirement without financial worry.
Disclaimer: The scenarios above feature fictional characters created solely as examples to help illustrate the criteria for working with GV Bonds. They do not represent actual investors or clients of Grand Vision Bond Partners.