Services

When people ask me what I do, I explain that I am in the financial services business with a 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.

1. How you pay your house
   
2. The taxes you pay
   
3. How you fund your retirement plan
   
4. How you pay for your children’s education
   
5. How you pay for major Capital purchases such as wedding, vacations and cars
   

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.