About Me

My specialty is investment and retirement planning for executives in extreme pressure jobs and post divorce planning after financial settlements.

How I earn my fee:
- Quantifying goals, crafting a long term plan, funding it with long term portfolio – 20%
- Coaching clients to continue working the plan through all the cycles of economy, and al the fads and fears of the market – 80%
- Analysing/interpreting the economy and current events – 0%
- Timing the market, calling tops and bottoms – 0%
- Consistent identification of top – performing investments – 0%
- Total - 100%