NYC DUE DILIGENCE EXPERIENCE

A Private Investment Retreat for Dentists

June 20-22 | New York City

Join Us For A Transformational 3 Days In New York City

This June, for the first time ever, I'm giving a small group of dentists unprecedented access to see exactly how our most successful members have broken free from Wall Street's paper wealth trap.

I am inviting you to join me and an inner circle of private clients on a trip to walk actual properties and meet face-to-face with an incredibly niche investment operator who is thriving in today's uncertain market.

  • This isn't another "investment seminar."
  • This isn't a pitch fest.
  • This isn't about gambling on the next hot stock tip.

You'll witness—with your own eyes—the exact wealth preservation and creation system that's allowing these docs to sleep soundly while others worry about their evaporating paper wealth.

RESERVE YOUR SEAT

Bonus Deadline: May 31st

⭐⭐⭐⭐⭐

"The exchange of information is phenomenal on these trips. People with more experience than we do help us build confidence, and it's amazing. I just couldn't do this without the input from the rest of the group."

Becky


⭐⭐⭐⭐⭐

"Seeing the operator's niche model and his understanding of his market is incredible. And he's willing to share so much of what he knows and loves to do it."

Nathan

Private Credit: The Hidden Gem of Real Estate Investing

While most investors chase appreciation and fight tenant headaches, a hidden niche in the real estate world has been delivering predictable cash flow, strong asset backing, and exceptional downside protection.

It’s called Private Credit—and it’s how banks have quietly profited for centuries. Instead of owning the property outright, you become the lender—secured by real, tangible assets, but without the burdens of property management.

For dentists, Private Credit offers a rare trifecta: Consistent cash flow, low risk, and peace of mind. As the matrix below reveals, it outperforms rental real estate on nearly every metric that matters for creating sustainable wealth without the stress.

Bonus Deadline: May 31st


Due Diligence Experience Weekend Agenda

1

Friday: Private Strategy Workshop

Join me for an intimate deep-dive session where you'll clarify your true financial picture and freedom timeline.

  • Your Freedom Number—the capital required to replace your active income
  • How to create cash flow without the stock market rollercoaster
  • A step-by-step roadmap to buy back your time—now, not someday
2

Saturday & Sunday: Experience the Strategy

"Boots on the Ground" Due Diligence: Walk actual income-producing assets alongside me and successful Freedom Founders dentist couples. Learn how principal preservation and cashflow are created through the real estate niche of Private Credit.

Direct Operator Access

Meet face-to-face with one of our most trusted investment partners. See their systems in action. Get unfiltered answers about how they're generating returns through Private Credit in today's market.

3

Dinner Cruse on New York Harbor

Private yacht tour of New York Harbor with stunning views of the Statue of Liberty and Manhattan skyline. You'll also experience some of the best cuisine in New York City.

A Couple's Getaway With Purpose

Alignment & Clarity

This weekend isn't just about investment strategy—it's about alignment. Attending as a couple creates a rare opportunity to step away from the daily grind, gain clarity together, and engage in meaningful conversations about your future.

Like-Minded Community

You'll be surrounded by other like-minded dentist couples who are also on a journey to greater freedom, purpose, and control. Whether you're currently on the same page as a couple or figuring things out, this shared experience will be a powerful catalyst.

Unforgettable Experience

With New York City as the backdrop, the weekend will be a luxurious getaway—combining financial growth, connection, and a bit of adventure into one unforgettable trip.

Bonus Deadline: May 31st

Go Inside The Private New York Meeting Where Dentist Couples Will Learn To Secure and Grow Their Wealth in the Midst of Economic Volatility

See Real Assets

Walk income-producing properties, and discover how to thoroughly vet investments.

Secure and Grow Your Wealth

Learn how to protect and grow your nest egg in the midst of market volatility.

Learn from an Expert Investment Operator

Go boots on the ground with an elite operator inside one of real estate's hidden niches: Private Credit.


What's the real risk to your wealth right now?

It's not just the volatile stock market... or rising inflation... or global instability...

The greatest risk is believing that "traditional" paper-asset investing will protect your family's financial future—in a world where the rules have fundamentally changed.

Markets At a Tipping Point: The Numbers Tell The Story

The financial landscape is rapidly changing, with traditional investment vehicles showing unprecedented vulnerability. Consider these sobering statistics:

$36.2T

National Debt

Growing at an unprecedented rate of $1T every 100 days

36.5x

S&P 500 P/E Ratio (Schiller)

Significantly above the historical average of 16, indicating severe overvaluation

These aren't just numbers—they're warning signals. Traditional investment strategies that worked in previous decades are now exposing investors to extraordinary risk. The combination of market decline, unsustainable national debt, and extreme stock overvaluation creates a perfect storm for wealth destruction.

For dentists who've spent decades building their practices and wealth, this market environment demands a completely different approach to asset protection and growth.

Are You Ready To Take Ownership of Your Financial Future?

This is For You If You…

  • Have a successful practice but feel chained to the chair
  • Are ready to diversify outside Wall Street
  • Don't have the time or energy to take a "DIY" approach to real estate investing
  • Are coachable and ready to take action

Investment & Details

  • Dates: June 20-22
  • Location: New York City
  • Cost: $5,000 per couple
  • Includes: Hotel accommodations, all group meals, private financial workshop, investment site visits, & private yacht experience (weather permitting)

This is a curated, highly personalized event. There will only be a handful of guests. I have never offered an event like this before - and I can't say when (if at all) this opportunity will be available again.

For the right couple, this experience may be exactly what you've been looking for.

If that sounds like you and you're ready to take control of your financial future…

Bonus Deadline: May 31st

**Special Bonus - Expires May 31**

Reserve your spot by May 31st to receive a private 1:1 strategy call with Dr. Phelps.

Together, we will:
• Review your current financial situation
• Identify your biggest opportunities and risks
• Chart your next step for creating more financial certainty

Feedback From Previous Trips

⭐⭐⭐⭐⭐

"The exchange of information is phenomenal on these trips. People with more experience than we do help us build confidence, and it's amazing. I just couldn't do this without the input from the rest of the group."

Becky

⭐⭐⭐⭐⭐

"Seeing the operator's niche model and his understanding of his market is incredible. And he's willing to share so much of what he knows and loves to do it."

Nathan

⭐⭐⭐⭐⭐

Whenever they do it again, sign up and go. We all had a really great time.

Keith

⭐⭐⭐⭐⭐

We did a boat tour on the East River, then went around the tip of Manhattan up to the Hudson. And the statue lit up, and you could almost reach out and touch it. And we just had the best meals, and it was a great time. So, if you can ever go on one, I'd recommend going.

Dan

⭐⭐⭐⭐⭐

I can't say enough good things about it. Great food. Everything was first class.

Gerald

The Window of Opportunity

This is a key window of opportunity to transform your financial trajectory. Only a select few dentists will join us in New York City for this life-changing weekend of learning how to secure and grow wealth through real assets.

Will you be one of them?

The market volatility we're facing is unprecedented – but in the midst of volatility, there is always great opportunity. Join fellow high-achieving dentists who are taking decisive action to secure their family's legacy now.

Bonus Deadline: May 31st

Have questions?
Email Alex@FreedomFounders.com
or Call/text: (972) 203-6960 x141