The Secret to Making Smart Financial Decisions
That Fulfill Your Values
The Process That Will Help You
Discover What Is Important About Money to You, Exploit the Rules of the Financial Game, and Put You In Charge of Your Financial Life.
“The SALLO Strategy”
Learn
the Investment Strategy
Wall Street Doesn’t Want You To Know…
Wisdom Center
Articles
Tips and fresh perspectives on how to increase your investment returns, save on taxes, decrease your risk, manage debt, own the right insurance and have an overall solid financial plan!
Books and Guides
Take a look at one of the many book and guides I have created to help people life you make the best decisions with their money.
Educational Courses
In person classes, webinars and presentations that are guaranteed to give you a fresh perspective on the information you will need to achieve financial success!
Other Services I Offer
Situational Coaching
Utilize my hourly financial planning services to solve some of your most pressing issues:
- Budgeting
- Debt Management
- Portfolio Design
- Insurance Planning
- Business Planning
- Retirement Income Planning
- Income Tax Planning
- and more...
If I can’t help you, I won’t charge you!
Index Portfolio Management
Position your portfolio to take the least amount of risk to generate the best possible return with my low fee “Index Portfolio Management.” We will help you choose between my:
- Income Portfolio
- Conservative Portfolio
- Aggressive Portfolio
- All Stock Portfolio
See the history of how the portfolio performed and compare it to how your portfolio has performed…
Mortgages
As a Mortgage Loan Originator with American Financial Network, I can help you find the right mortgage whether you are buying, building, what to refinance, or buying an investment property to create a real estate empire. NMLS#1910000
ESG Portfolio
Invest your money into companies who strive to make the world a better place through my Environmental Social and Corporate Governance portfolio Advisory Services.