These tipping points impact your financial health and retirement in outsized ways. Despite the conventional "wisdom" all around us, why are do so many feel like they're failing?
Could it be that conventional wisdom isn't all that wise?
To us, conventional thinking frequently results in outbound wealth transfers, and over time the impact is big.
People often assume there is no other way besides what they hear on TV, read in the financial press, or see advertised during the Super Bowl by 'experts'.
If you are entirely satisfied with conventional thinking and financial TV advertising then this website and our services are not a fit for you.
But if you suspect that too much of your wealth is leaking away, and concerned it could be a problem in your future, let's talk.
Read on for a brief idea of how these three tipping points impact vast numbers of people.
My background includes teaching and school leadership (as a teacher and principal), in corporate training in the tech field, and in sales (medical technology, publishing). I’ve covered national and regional territories for different businesses, leaders in their fields and had a great time doing it.
Experience and success in each of these arenas imparted a broad perspective. And I’ve noticed a pattern in every field that bothers me: There’s reality and genuine problem solving, but far too often marketing buzzwords and slogans replace real thinking.
Candidly, the buzzword creators want it this way. I beg to differ.
This bothered me enough to turn a longtime interest in financial topics into action. I don’t aim to do everything under the sun but in my three chosen areas the results can be powerful and straightforward. When a related specialist is needed for something outside my focus (e.g., estate planning, elaborate tax planning, investing) I refer clients to excellent people who avoid buzzwords and who also only care about results. Results and plain speaking are what matter to me -- period.