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How we get money…

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How we get money…

There are only two ways we legitimately receive money as individuals. We earn it or we are given it.   In the case of being given money, someone else has earned it and then given it to another.  Think on the following important concept for a moment.  It’s a concept so important I believe it...
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I know nothing about you…

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We have not met…yet. After thirty plus years of serving people, I have gained two pearls of wisdom. You know what is right for your life. I can ask the right questions to help you discover your financial solutions. You are at least 40 years of age with a minimum of $60,000 in stocks,...
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What's Great About Advisor Brad?

Great results, high integrity, creative

“I would definitely recommend Brad to anyone looking for a good financial advisor. He took the time to really understand my requirements, developed a life plan for me, and we are now jointly executing it. He is extremely responsive to questions that I have and comes back with detailed, comprehensive answers. I feel my...

Why is 'The Plan' the thing?

Plan to live the good life…

Plan to live the good life…

It is all about spending. Spending time with those we love. Spending time doing work which...

Specific, achievable, measurable possibilities…

Specific, achievable, measurable possibilities…

We are all unique and yet we are all similar. While this statement may...

The plan is the thing…

The plan is the thing…

Having my practice with Investors Group is both interesting and rewarding. I study and...


The Issues


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