In today’s financial world, will you be okay?
In the Fall of the year 2000, as I was unpacking from our move from Southern California to Florida, the dotcom bubble was hissing and popping. Like most investors, I was hoping this was just a course correction on a trajectory to the moon. For several decades, I helped major corporations make millions. Combining formal education, street knowledge and personal experience, today I help individuals make hundreds of thousands. I helped several clients from falling off the financial cliff in the Fall of 2007 when the mortgage crisis hit the fan. Some others who ignored all the red flags and saw their 401k and IRA accounts crash and burn, later told me “they wished they had followed some of my advice.” Do you remember how many people lost a boatload of their hard earned money, typically around 50%, in 2008? If not you … probably some family and friends were in that storm. All this fueled my passion for what I do today!
My mission is to help you position the money you can’t afford to lose, into safe alternative strategies. This is the money earmarked for “Essential Expenses” in your long term savings/investment plans. I help individuals achieve peace of mind that they can grow wealth in a turbulent economy without the risk of losing their investment during stock market crashes, which typically follow (on average) a mysterious 7-year economic cycle. Not only will you have less stress and more overall peace of mind, you will have more confidence and fun taking on high risk in the quest of achieving huge gains with your “Discretionary Funds.”
