Monthly Cash Flow is KEY!

One of the the biggest needs for many people today is the need to protect wealth and convert the “nest egg” into passive income for retirement.

While yields on bank interest, CDs and bonds are at historic lows…

Why not consider private note-lending?…

  • Could a 12% annualized return help you or someone you know?
  • Could your self-directed IRA benefit from a steady, consistent return?

Three reasons to consider private note-lending

  • Be 100% hands-off in real estate – never manage tenants
  • Receive monthly income without working
  • Create a stable strategy for retirement

Call today to learn how YOU can benefit from note-lending projects!


 CLICK HERE to make an appointment


Pay it forward!

I have made it a personal mission this year to work with more great investors like yourself. There is a saying that you are most like the five people you surround yourself with. If you had a BBQ and invited the five people you associate with the most; who would you invite?

Could I give them a call to see if we can be of service? I don’t expect you to know about their finances or even if they would be interested, that’s my job to figure out. Helping others find professional investment opportunities is a great way to pay it forward. If you have someone in mind, please use our referral service link HERE


Profile Image Dave Grimm
Sr. VP Compliance and Infrastructure
Direct Source Wealth, Investor Development Team
Mobile: (602) 290-1469 | Work: (720) 619-2356