Our Purpose: Our mission is simple, help you feel confident and have a peace of mind about the important financial decisions you make. We accomplish this by being a resource to you in three ways. First, provide comprehensive answers to your general financial and business issues. Second, provide intelligent evaluations or second opinions regarding your specific financial needs despite the fact that you may or may not already having a personal CFP, CPA, Lawyer. Third, provide you with transparent reviews via real clients when in the search of a trustworthy and personable financial firm or advisor. Think of us as your personal think tank, a consultant of sort.
Our Service: A contracting economy and down market often precipitates problems that can go unseen during the good times. There are so many differing opinions that individuals just do not know who to trust anymore. There are radio and television shows providing “blanket” financial advice targeted to the masses. However, these masses are composed of individuals requiring unique solutions for their unique situations.
Our philosophy is founded upon Napoleon Hill’s idea of a mastermind group. This idea was captured in his 1937 book Think and Grow Rich, where he stated “coordination of knowledge and effort, in a spirit of harmony, between two or more people, for the attainment of a definite purpose." He continues, "no two minds ever come together without thereby creating a third, invisible intangible force, which may be likened to a third mind." There is an incredible dynamic that occurs when individuals, in harmony with your goals and objectives, analyze your unique problems. When this occurs, optimal solutions often times become very apparent.
Our Story: After hearing story after story about untrustworthy firms, brokers and advisors to our founder decided there must a better way to communicate to individuals about possible financial hazards. During the latest downturn, there were money managers who were right on the trade betting against the entire mortgage crisis, professionals who foreshadowed the near banking collapse, and individuals who decided not to invest with Madoff -- if they only had a louder voice. Somewhere along the line there was a communication breakdown. In fact, some argue there was not even a line of communication at all. We are here to help bridge that gap and establish a clear line of communication. In 2009, our founder decided to build this website to help those without a financial advisor get sound advice and help bring accountability and transparency to clients regarding financial firms and advisors.
We invite your suggestions and criticism, we listen!
