Just about 6 months ago I stumbled upon a little known Financial Planning Concept. It’s known by different names depending on who’s marketing it. Our Patent Pending version of this system is called BOSS. BOSS stands for Bankers Optimal System of Security. At first I was totally intrigued at the uniqueness of this system and once I realized the impact this concept could have on my clients , I totally immersed myself in it. It soon became very clear that this strategy needed to be shared with as many people as possible.

I have been in the Financial Services industry for the past 23 years and have always prided myself in seeking the most relevant strategies and products that could potentially help my clients. I can say with absolute certainty that the reason that the majority of American families are not on tract financially is because they have been given bad advise by their advisers. Not because they are bad people, it’s simply because the entire system is flawed in my opinion. For the most part planners get paid to sell product. As a result, you wind up with a giant “junk draw”of financial products. More than likely there’s no real rhyme or reason to what investments you own. You were just sold something or you selected a mutual fund from a list at work. How do I know this is the case? I know because I have sat at hundreds of kitchen tables as well as conference room tables and sure enough, eventually my new client will pull out this investment or that and ask me “Do you think this is any good? I don’t know why I bought it but…”

Do you have a financial “Junk Draw”?

Do you feel like you are going one step forward and two steps back financially?

Are you paying more in interest than you are earning each year?

Over the next days, week, months and who know…years, I will do my best to enlighten you and hopefully contribute to your bottom line. If I can learn to navigate through this “blog thing” I will provide you with a very compelling case, using various visual tools and materials.

There is good news! Not only will I demonstrate how the deck has been stacked against us; I will provide an alternative to the traditional models that have gotten us in this mess. There are safe alternatives for building wealth. In fact, with no risk! The first thing you need to unlearn is that ” If you want to experience a greater return, you have to be exposed to more risk”. This simple is not true!

If you don’t have the stomach for the ups and downs of the Stock and Real Estate markets. If you are sick and tired of being in debt with no solid plan to ever be financially free, than come back soon.