• "Not an investing strategy that "beats the market" or "beats the average" or has "5 Stars".  Rather the investment does its part to complete your personalized Financial Plan."

  • "Goals reduced and/or time frames extended are a result of a fairy-tale goals or dreams never put in writing and that, therefore, never became real goals."

Book excerpts

WHY are there not more successful people today vs. 50 years ago?  We have more technology, magazines, Financial TV channels, newspapers, "Suzy's", "Warren's", mutual fund giants,  etc...


"They" have distracted us.  You don't invest for maximum return, to beat averages or for any reason other than to complete your personal Financial Plan!