Telephone advice: Distance is no
longer a barrier. All consultations can be done by telephone in the
comfort of your own home, office or anywhere at your convenience saving
you time and money.
Clink on the video link "What Is a Fee Only Financial Advisor?" to learn more about how the process works and how value is created for you:
To download our "What is an Independent Financial Planner" brochure, click here.
To download our "The Power of 1%" brochure demonstrating our value added, click here.
Ask about our client referral program: If you refer a client who pays for more than $500 in our services in one year, you will receive a payment of $100! There is no limit to the number of clients or whether you are an existing client or not.
If you are not looking for a consultation yet, but would like to see products on financial
strategies, click on the products page or the store link.
If you want to purchase our book or ebook, click on the book page.
To see a list of bookstores, clink on the bookstore page.