Broker Check

Nontraditional Financial Concepts That Your Current Advisor May Not Be Aware Of

One of the problems that we've discovered with the financial services industry is that the vast majority of people have been taught what to think about money rather than how to think about money. We'd like to challenge the traditional line of thinking and introduce you to some new concepts that you've likely never seen or heard before.

You see, what you don't know may be more important than what you do know.  And even more to the point, what your advisor doesn't know may be more important than what they do know.

If you're still at least 5 years away from retirement, we'd suggest that you start here with Your Circle of Wealth and then move on to the Personal Economic Model.

If you're within 5 years of retirement or already retired, then start below with Retirement: Are You Ready? and then move on to Qualified Plans.

Want to see more?

Here are some short video vignettes arranged under several different topics.  If you find something that piques your interest, let us know and we'll be happy to share more details with you.