345 Diversion Street,
When people ask me what I do, I explain that I am in the financial services business with a very distinct approach in that I help people FIND MONEY they are currently losing unknowingly and unnecessarily.
There are five major areas where people are most often losing money unknowingly and unnecessarily.
My Philosophy is that I believe there is more opportunity to serve my clients by helping them first void the losses than by trying to pick the winners. There are only two ways anyone can serve you in the financial services business.
One is to help you find better products that potentially pay higher returns often requiring more risk.
The second is to help you be more EFFICIENT with the resources you already have.