BLUE, GREEN and GOLD
The world of investing, planning and retirement accumulation is a bit of a maze often leaving consumers lost and going in the wrong direction. Blue Green and Gold offers comprehensive, yet simple concepts, told in short stories, vignettes and examples to help the reader better grasp concepts and ideas. An easy read for all, creative ideas, real life concepts and direction. For many people, we waste our most precious commodity, time. After reading this book, you will want to act quickly getting started on your path.
Journey To The Rainbow's End
This second book by Michael Steinhardt highlights 40 concepts in a simple, visually appealing, illustrated manner that helps the consumer better grasp these ideas. Easy to read, simple to understand yet powerfully moving. Both the verbiage and illustrations convey the messages that no doubt will help one accomplish getting closer to their own personal potential pot of gold.
Initial Meeting
What you can expect in our initial meeting (no cost). Not a sales pitch but an opportunity to explore our role
Compelling Quotes
Collection of compelling quotes and statements about the markets, investing, accumulating wealth and more
Conversations on Investing
There are so many pieces, so many elements when it comes to investing and planning
Article – Financial Success
We seem to have the current against us when it comes to saving/investing long term. Be aware of these items
Retirement Plan Survey
Quick survey to see if your current plan is addressing certain areas of support and service
Case Study 1
The story of one of our clients, a dental firm and how we helped them with their retirement plan
Case Study 2
The story of one of our clients and the shortcomings of their retirement plan before we got involved. The changes we brought to the table.
Client Experience
As a fiduciary and trustee, what you can expect from our team in terms of servicing and supporting your plan
Retirement Planning Crisis
Many participants will bump up against these issues and challenges in saving for retirement. Be aware of them.
