Clients I'm Seeking:
I work mostly with families or business owners. People who are looking for a safe place to park their money that provides liquidity, use and control of that money for financing needs, safety with regards to lawsuits and judgments, and guaranteed growth.I also work with those who want to leave a legacy for their loved ones or capital for carrying on a business, after they have passed away.
About My Business:
I am in the financial services business with a very unique approach in that I help people find money they are currently transferring away unknowingly and unnecessarily. Mortgages, Taxes, how you fund your Qualified Plan, College Planning, and expenses like car payments and credit cards are the major areas where people are transferring money out of their own circle of wealth?
Most people will lose more money in these areas than they will accumulate in their lifelong savings account. I believe that we can have a bigger impact on your financial future by helping you avoid the losses rather than helping you pick the winning investments.
It makes little sense to have a million dollars only to discover you lost a million on the way. If what you believed to be true about money, turned out not to be, when would you want to know that?
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