500% Returns on Life

Money is a resource.  Abundant resources allow you to enjoy what is important to you.  NOT worrying about your finances is essential to living a life that excites you, supports those you love and satisfies your greatest desires. Imagine your life if you had...

Holding Periods Do Matter, But

We are at economic war with China.  I am not forecasting here, BUT, what if we see another long sideways period ahead? Are you prepared for that? What should you invest in? The first chart is of two new investors who have finally decided to dip their toes in the...

Selling your way to Freedom

As sales professionals, you are in direct control of your future.  You have limitless opportunities, unmatched job security, freedom, and a great income — All of this assumes you AREN’T average. Above-average commercial real estate brokers, medical device and...

Why do I need Behavioral Financial Advice?

There is no shortage of investment advice this day and age.  The abundance of information has made it difficult for investors and every day working professionals to choose the best path towards financial freedom.  Do you buy real estate? Do you buy stocks? Should you...

Real Estate Millionaires Stories

We all have real estate millionaires stories.  Did your friend get 10 houses from tax-lien investing and miraculously took over these properties for pennies? Did you hear a real estate millionaires podcast from one of the best marketers, Grant Cardone? I am sure you...

Young Professionals

Help me lay the proper foundation to achieve my long-term goals

I’m a Young Professional that wants to know how I can take advantage of time to best start growing my wealth for the future.

Young Professionals. Help me set my family up for success with the right goals

Growing Families

Help me insure I am on the right path to secure our financial future and lifestyle

I’ve checked some basic boxes, but I am unsure if I could be doing more for my family.

financial advice for growing families

Financially Independent

Help me understand what more I can do with my wealth and taxes

I want to protect the wealth I’ve worked for while maximizing my current lifestyle and legacy goals. 

pre retirement wealth management advice