Our goal for all clients is a state of mind I call FINANCIAL FREEDOM. It comes in many sizes and flavors and it happens when you realize your financial life is in order and all the pieces complement one another. To get there, you must first identify your financial goals and then make sure the pieces fit. They must work together to help you, not someone else.
Near the top is a tab called BLOG POSTS. This is where I express my thoughts about investments, about financial planning and global economics. Be sure to explore the section ABOUT YOUR MONEY to get you on the right track. And most importantly, make a comment and tell us what is important to YOU.
SOCIAL SECURTY is a hot topic among those now approaching 60 and not yet 71. If this is you, then we can help you make a good decision about when to apply for benefits. You have 97 months from which to choose when it comes to signing up for benefits. Along with other choices you can make, picking the best month can make a huge difference for you and your family. You owe it to yourself and your family to at least consider the numbers in front of you before you make an irrevocable decision. We can get those numbers for you.
PEACE OF MIND INVESTING. Worrying about what the market is going to do next is not helpful. If your time horizon is five years or more, it really doesn’t matter very much. That’s because the money manager we work with has the best solutions I have ever found. Their name is Portfolio Strategies, Inc. and they are the best tactical money managers I’ve found in the almost 40 years I’ve been in this business. Click on this picture and you will find a site called Prezi where I created a short video presentation that tells their story. Look for a white arrow in the lower left corner of the window that opens. You may just find the answer to your investment puzzle.
KEEP MORE OF WHAT YOU EARN. There is an IRS approved idea that appears in Section 831(b) of the IRS Code. It’s called a Captive Insurance Company. If you are a succesful small business owner or physician in private practice, it represents an incredible way for you to keep more of what you earn. Download a copy of my ebook that talks about how this idea works. Call me and ask for a coupon code so your copy is free. The IRS has lots of approved techniques for individuals and business owners, but they force you to find them by yourself. We can help.
If you click on the image, you will find yourself at Smashwords.com. They are the publisher where you can download a copy and choose from several different formats. I like to think it’s a good read to find out if you qualify.
There is a lot of good information on this site. Be sure to check my BLOG POSTS from time to time. Over the past three years, almost 1000 have appeared here. You’ll find out how I think and what I value in life. And of course, there is my bio which you find under the ABOUT US tab. It’s a work in progress so please, let me know what you think.