Are you feeling unsure about exactly where and how your life savings are invested?

Are you thinking of hiring a financial advisor but you don’t know who to trust?

Are you unsure if your investments are doing as well as they should be…or even safe?

Then you’re in the right spot because I can help you! I’ve been investing for over thirty years in almost every type of product or service, both alone and with all types of financial professionals. During that time, I managed multiple accounts for family members, and I personally invested in thousands of stocks, bonds, all types of funds, as well as alternative investments, including real estate, oil, and small businesses. Over the years, I’ve also interviewed, hired and worked with well over a dozen financial advisors.

As a result, I acquired valuable information that can help you become a confident and successful leader of your wealth, and I’d love to share it with you. I am an Accredited Financial Counselor(R) but my real knowledge comes from hands-on investing. Since I don’t manage wealth for others, only my family, I am able to share completely unbiased information and first-hand experience that will help you gain the knowledge and confidence that you want from caring for your life savings.

If you don’t understand where and how your money is invested, you could be at risk for making serious mistakes with your life savings and your financial security. At best, you’re giving away your power around YOUR money.

Rather than live with that nagging uncertainty and vulnerability, choose confidence and security today by gaining a clear understanding of how and where your money is invested in a Private Investor Consultation with me.

Here’s how it works: After you purchase your session from the button below, you’ll get an email from me within one business day to set up a time to get on the phone or Skype with me (M-F 9:30-5) from the comfort of your home. You’ll complete a short form ahead of time so we can zero in and make the most of our hour together.

You’ll get the knowledge you need to confidently oversee your investments based on where you are right now. This is a very custom program that’s all about your needs right now, not some set agenda.

Rest assured, you don’t need to reveal how much money you have unless you want, and I don’t ever allow you to share any specific secure data, such account numbers or names.

What’s the value of your consultation with me? Since your wealth drives your lifestyle, it’s pretty much priceless. And if you spend a fairly typical 1.50% on wealth management through a retirement account, mutual fund or financial adviser for a $500,000 account, that’s $ 7,500 every single year!

Your Investor Consultation is $195, and you’ll gain valuable information and insights that you’ll use the rest of your life to get the results you want from investing your money. Plus, you’ll gain the confidence that will allow you to lead your wealth.

Due to my limited schedule, I have a limited number of spaces that fill on a first come first serve basis.

Click the link below to get your Investor Consultation now. As soon as you purchase, I’ll contact you within one business day to schedule our time together.


Here’s the thing: If you’re not leading your wealth, then who is? And do they care about your money as much as you?…. Probably not. 

P.S. Your purchase comes with our 100% Good Karma Happy Client Money Back Guarantee if for any reason you’re not 200% satisfied, so this is a totally RISK-FREE investment in you and your future.