“Do you need a Financial Doctor or Coach?"   

Are you a sports enthusiast? If so, then you undoubtedly realize that ALL successful 

athletes achieve their greatest success by using a "coach"! Olympic runners, divers, 

boxers, skiers, and Professional golfers, like Tiger Woods, ALL achieve their 

MAXIMUM performance by the use of "coaches" i.e. Advisors! This applies to 

people like Bill Gates and Michael Eisner, CEO of Disney, as well! Top executives 

and histories wealthiest individuals have always achieved their BEST with the help, 

guidance and information from financial "coaches," advisors and mentors.  

The point is....in order to achieve YOUR BEST and reach the MOST success in 

life financially, you need a plan, a strategy and a financial coach. Of course, you 

could try to do it all on your own and MANY people try. As evidenced by the 

thousands who have lost upwards of 40% of their retirement savings in the last 

2-3 years!

It's human nature to think we can handle and direct the management of our own 

money. It is possible, that you might achieve great wealth and might even 

accumulate a huge pot of money for retirement. But wouldn’t you like to do 

EVEN BETTER! Let me illustrate....

Do you think that someone with Millions to invest and manage, do it all on their 

own? Far from it! Utilizing the knowledge and experience of  a professionals 

"advice" is how they continue to become even wealthier and maximize their 

TRUE potential. Every, financially successful person I know, or have ever read 

about, confers often with their Financial Advisor, Attorney and/or CPA firm. 

Even Tiger Woods, Bill Gates and Jay Leno! Generally, people who use Financial 

Advisors and their advice are more successful each year, as compared to those 

who do not use an advisor!

So, where do you go from here?  What's the BEST plan to achieve maximum 

wealth? How and where should your accounts be titled and held for your family’s 

best advantage? What are the BEST firms, the best programs and plans for your 

401k/IRA money? Who's going to continually educate, advise and keep you 

abreast of: tax laws, investment strategies and estate plan changes, product 

enhancements, Gifting ideas, Trust uses, Charitable giving, 401k and IRA 

investing? Who's going to answer all these and provide up-to-date information 

to you- for "Your" best interest?  Some on-line firm? I don’t think so!  

Financial planning is much more than just making your investments grow. 

Hanging onto what you accumulate, effectively using tax laws to your best 

advantage, effectively using your assets and then passing on what's left to 

your loved ones takes planning. It just doesn't happen on it's own!

Having me as your "Financial Doctor / Coach and Investments Manager", 

together, you and I, can get all the various parts of your: investment program, 

financial plan, estate and tax plans, working together effectively! Just like an 

Orchestra Conductor making beautiful music.  

I hope I have given you something worthwhile to consider, regarding your 

financial independence. As you watch the next Olympics or maybe a Tiger 

Woods Golf Tournament, see how many times the announcers give credit 

to the "coaches" of the WINNERS! A very wise person once said: "Learn 

from the mistakes of others. You can't live long enough to make them all 

yourself!"

I’d be honored to work with you! Give me a call or drop me a note. 

Let’s “chat”! Got a Question?

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