Do you need a financial planner?.

Solar Energy.

Be financially FREE.

Closing the GAP between where you are and where you want to be financially. How do you capture the process that you have been doing. What results are you committed to create in your life FINANCIALLY?Where is your ultimate target? What will be the primary question you ask yourself each day? What are the beliefsContinue reading “Be financially FREE”

Mutual Fund Costs.

Social Mixer, Celebrations and More on July 12 in Mt View.

How will you measure your life? a book by Karen Dillon, James Allworth and Clayton M. Christensen On the last day of class, I ask my students to turn those theoretical lenses on themselves, to find cogent answers to three questions: First, how can I be sure that I’ll be happy in my career? Second,Continue reading “What causes what to happen and why by Karen, Clayton and James”

Crisis in Retirement Planning by Robert Merton.

Rich people take small risks to control a big investment.

Risk Protection: Health, Assets, Income, Life, and Estate.

Risk Protection: Health, Assets, Income, Life, and Estate 1 hr brown bag seminar Goal: Save taxes, stop aging, keep assets from creditors and IRS, leave a sizable estate,  increase your asset base, get the results you want in all areas of your life 20min A. Finance, Long term care and tax free retirement 10min B.Continue reading “Risk Protection: Health, Assets, Income, Life, and Estate”

Sales Playbook.

Tips for 50yr olds whose career got interrupted and wanted to earn $1M.

Top questions customers ask.