1. I work in financial services, but with a unique approach:

I help people find money they're losing....

unknowingly AND unnecessarily.

There are only 3 ways someone can be of service financially:

First, you can help someone earn more money by leveling up their skills.

2. The second is the typical financial advisor approach:

Try to find better products that pay a higher rate of return...but this often requires more risk.

Or, 3. I help my clients be more efficient with the resources they have.

3. My philosophy is that there is more opportunity to help my clients avoid losses than pick 'winners', so that's what I focus on for them.

And there are 5 key areas where everyone (that includes you) is losing money without realizing it.

4. First up is your mortgage. More money will pass through here voluntarily than any other area of your life.

Getting the right mortgage (and yes, there is a RIGHT mortgage according to math and science) will save you more money than you can ever realize.

5. The second area that you're losing money is by overpaying your taxes, both now and later.

The tax code as 77,000 pages in it....30 of which explain what you're supposed to pay...

...and the other 76,970 show you all the ways to save.

But.....

6. Most people overpay their taxes by THOUSANDS OF DOLLARS each year because they don't understand the rules..

...even if they work with a CPA.

FACT: Most CPA's don't know how to save you any real money...it's not taught in the CPA program. I know because I've studied it.

7. Third, you're losing money in your qualified plans.

Most people have absolutely no business putting all of their money (or any money at all) into a 401k.

Again, this is based on math and science.

If you get a company match, put in enough to get that.

Nothing more.

8. Fourth, you lose money by paying for college the wrong way.

You can make a lot of money, and still get free money for college, if you know what you're doing.

There is a right and a wrong way to pay for the difference.

Most choose the wrong way because they just don't know.

9. Finally, you lose money by how you pay for major capital purchases.

Stuff like cars, weddings, and vacations.

There is a right way to pay for these also.

In fact, access to capital is the single most important feature of any financial plan.

Way more important that

10. I was trying to say way more important than rate of return.

At least until you have SIGNIFICANT liquid reserves.

11. By helping my clients be more efficient with the resources they have, and by educating them about how money really works..

I'm able to free up money my clients are losing right now to those 5 areas, which gives them an immediate increase in money, AND....

12. By avoiding losing money unknowingly and unnecessarily, my clients have more money to save to put towards their long term financial goals.

Make sure to follow and sign up for my newsletter if you're interested in making the smartest decisions possible with your money.