If someone has a link to share, rather than writing the whole thing out, I understand completely.

The brokerage could claim your whole sphere or " book of business" when you leave.

Im paying off a little bit of it and letting the rest ride until I achieve my investment goals.

You need to become more of a transactional engineer to facilitate the desired outcome Brian, it goes with experience and knowing how to apply your talents and knowledge to achieve the ultimate goal, just as in life.

Thanks Dawn A. the discount or offer you get for your note does depend on the scenario as a whole.

At least you learned a whole lot in the process of evaluating the deal.

You can probably get a whole new HVAC system (furnace, compressor, coil) for $3200-3700 for this house.TOTAL = $29,550You're still missing a lot of things in this estimate.For example:- Demo labor- Dumpsters- Sheetrock Installation and Repairs- Bathtubs, Showers- Rough Electrical and Plumbing Work- Finish Trim (Baseboards, Shoemolding, Casing, etc)- Roof, Siding, Gutter Repairs- CleaningAfter I get this number, I add 10-12% to it.

You have a great plan in place and I wish you the best in achieving it.Solid passive income is the way to go!

( I should have recorded the whole phone conversation ).

If he's a commission-based guy selling mutual funds, annuities, and whole life policies, forget it!).