What if what you thought to be true about money and finances turned out not to be? When would you want to know, now, or after it's too late?
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 about money may be more important than what you do know. And even more to the point, what your advisor doesn't know about money may be more important than what they do know. If you or your advisor are followers of Dave Ramsey or other "financial" talking heads, you may definitely be challenged by this information. If so, fill out the form below and we'll be happy to show you why much of what you think is true may not actually be true, and acting on that misinformation could be detrimental to your future!
Retirement: Are You Ready?
If you're near or in retirement, we believe it is critical that you have maximum efficiency in your financial life.
Your Circle of Wealth
A unique way to approach retirement.
Personal Economic Model
A great visualization of what is happening in your financial life and what must happen for you to have the retirement you want.
College and Retirement: You Can Do Both.
The most powerful bank in the world is your bank.
10 Minute Lesson On: Life Insurance
Learn how a Maximum Efficient Contract can improve your financial position.
Here are some short video vignettes arranged under several different topics. Some of these are a little dated but the concepts are as true today as when they were created. If you find something that piques your interest, let us know and we'll be happy to share more details with you.
Wealth & Wisdom EDU
Golf & Your Money