Business Owner.
Serial Entrepreneur.
Dog Lover.
Everyone has an angle. From the moment we wake up in the morning, we are being bombarded with so much sensationalism. It becomes so normal that quite often people don’t even know they are having a story spun to them. Our angle is “There is a lot of money to be made telling the truth.” We get paid to tell you how it is. If you don’t like to know uncomfortable truths, you don’t have to listen. Either way, we do well and sleep at night. Afterall…it is your money and your life.
Is it too good to be true? Are you really doing that much better than everyone else? Are all financial advisors really the same? Are you paying for a “friend” or for “value?” Did you think you were working with a financial advisor only to find out you are working with a product pusher?
It may be difficult to admit when you don’t know something or if you have been hoodwinked, especially if it has been over a long period of time or by someone you trust(ed). Don’t dwell on the past. Life is about learning and growing from our experiences. We focus on how to move forward, make better decisions, and live a better life. Every dollar a financial planner or investment advisor makes is a dollar out of a client’s pocket.
That new vacation house, fancy car, box seats, Rolex…guess who paid for them? You did. If someone makes money off you, you deserve an equal value in return. Every time, without exception. We want to help you take control of your financial future by learning how to identify and demand real value.
