It’s not about OUR money, it’s about YOUR money and how to make it work for YOU.
You have three fundamental choices to make: ONE is to make all decisions by yourself. TWO is to get someone to help you. THREE is a combination of the first two choices.
If you don’t want help from anyone, that’s OK. Many people have great success.
If you do want help, we are very qualified to help you find someone you can trust to help you. After 45 years in the money business, we have resources to help you find the right person to put on your team. We do this because we can, and not because we expect to get paid. Our only objective these days is to teach others to arrive at retirement ready for their new financial challenges. If you purchase access to one or more of our courses, that’s what makes our day.
We now live in very uncertain times. Our goal is to identify useful ideas, strategies, tactics and tools that will make a positive difference in YOUR life. None of us can change the past; all we can do is influence the future.
My career as a financial planner, insurance agent and investment advisor is now over. My goal today is to teach as many as possible achieve the success I found.