Our Certified Financial Planner®Author of Meet Wally Street. The Reason You're Stupid.®
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Fair & Reasonable CompensationThere is no obligation to "Try it Out!" Don't be a Chicken!
(Seriously, This will save you money and improve your life!)
**Special Pricing until 12/31/2017**
Year-End Special for Gold and Platinum Plans
Until December 31st, 2017, the Gold and Platinum Plans are offered for $1,800 per year with Robo-Advisor Optional.
Clients who subscribe to this special will be grandfathered in for future years at $1,800 per year and . . .
they will also be grandfathered for Robo-Advisor services at wholesale prices, meaning our AUM fee is waived.
The Gold Plan is limited to the first 50 households. The Platinum Plan is limited to the first 25 households.
After December 31st, 2017, this special ends for both the Gold and Platinum Plans.
The Best Interest Process
- Retirement Plans do not count toward household asset size. (401(k), 403(b), or 457 = Retirement Plans.)
- Linking your accounts does not obligate you to anything. You can try it out for free.
- Your account numbers are not disclosed to us. Neither is your Social Security number.
- You control what we see. Theoretically, you can name your accounts His IRA, Her IRA, and etc.
- You simply name your accounts like IRA, Roth, Joint, Individual, 401(k), CC #1, CC #2, Loan and etc.
- The Financial Planning system that we use will notify us when you are finished inputing data.
- Once the input is completed, then we will contact you for further interest. It is that simple.
- No high pressure sales. We sincerely want to help you acheive success towards your goals.
- If no Social Security or account numbers are disclosed to us, then there is no risk to you from hackers!