Want to Connect?
There is no shortage of ways to connect with me. Below are links to my Facebook, Twitter, and LinkedIn profiles. You can also email me.
You can also reach out the traditional way – give me a call at 512-562-1905!
"4 Things Your Financial Adviser May Hide From You"
Many financial advisers have open secrets that I despise. Often it is not a personal failing, but their company’s incentives set them up to fail you. So I wrote a report exposing four of the biggest concerns these advisers have because of the companies they work for.
It will help you understand the secret worry of some advisers that “I’m not completely open with how much you pay me because you would be shocked.”
It also covers the reality for some advisers that “many more opportunities to improve your situation exist, but I do not get paid for discussing those.”
I’d like to immediately give you a copy of this important report “4 Things Your Financial Adviser May Hide From You” to show you what else “you don’t know that you don’t know”.
Click the report to the right to get your copy, NO STRINGS ATTACHED.
Let's Do This!
If you would like to explore working together, please fill out this introductory form. The form contains my email address and fax number to return the completed form. Within one business day, I’ll review it and get back to you to let you know if I think there’s a fit or not. If so, we can set up a complimentary 45- to 60-minute Financial Strategy Session via phone or videoconference.
In this first call, I’ll learn about you, your current situation, and your challenges. Our initial conversation will not be a sales conversation. I’ll share some initial thoughts, explain in more depth how we’ll work together, and answer any of your questions. If we decide there’s a good fit, we’ll move forward. If you feel this approach is not for you, you won’t get any pressure to move forward – “No” is OK.
If you’re ready to make positive change, REAL positive change, in your life, I can’t wait to hear from you!