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Personal Financial Analysis

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

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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!

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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.

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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:

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:

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.