Rick's Book describes explains exposes the revenue generating business model.
Approximately 85% of today's investors do their financial services business with banks, insurance companies and Wall Street firms. This is not smart at all. Their business model is to make as much revenue as possible from you!
Our Inspiring Financial Plans
A simpler and secure way to gather your financial information.
Goals Based Plans
Not product based. Goals based instead.
Cash Flow Analysis
One of the most important things to understand.
Strategies to Succeed
This is my job.
$1,200 per year payable semi-annually, quarterly or monthly. See our Financial Plans page for more details.
Per Household Fee
The $1,200 fee applies to clients with the same address. See our Financial Plans page for more details.
A Second Opinion
This is what smart people do. Why not you?
Help with most all of your financial decisions.