Looking to access liquidity without selling your investments?
By borrowing against appreciated assets (real estate, investment portfolio, etc), you can unlock cash tax-free, keep your portfolio compounding, and plan around capital gains instead of triggering them.
It’s the foundation of the “buy, borrow, die” framework, it’s a strategy that’s sophisticated, but surprisingly practical.
At Liberty One Wealth Advisors, we believe in clear, thorough planning to preserve, sustain, and grow our clients’ wealth over a long-term time period. Whether you’re planning for the future or need assistance with current financial challenges, we’re ready to help. Schedule a complimentary Q&A with one of our team members today: https://libertyonewealth.com/answers/
