I love being an entrepreneur and I have enjoyed the entrepreneurial lifestyle for over 35 years. I’ve started companies from Hollywood, CA to Boca Raton, FL and owned businesses from San Diego to Bangor,

Maine. Each business has been different and unique, and I loved putting together a team that provided my customers with the best client experience anyone could ask for.

But everything changed for me about 13 years ago when, for the first time in my career, I took on a business partner. It was supposed to be a short term partnership designed to sell the business to an eager buyer I had already found. To make a long story short, he decided to

have a mid-life crisis, divorce his wife of over 40 years, buy a red BMW, and then he drove off into the sunset. It was not something I expected, but it ended up costing me most of what I had worked for and built in my business. But it also forced me to take stock of my life and decide where I wanted to go and who I wanted to become.

I knew that I had learned about many things in my life, but no one had ever taught me about money.  The people who seemed to know the most about money were financial advisers, so I decided to become one myself. I took the classes, passed the tests, and was hired by one of the largest global investment firms.

Just as I was getting started in this new and exciting industry, the market crashed. It was 2008 and I saw the people I worked with calling their clients and telling them that the investment/retirement accounts they were managing had fallen to 20-30-and even 40%.

Many of these people had no idea what to do, but they knew they were now going to have to cut back in their retirement years. The fun and carefree life they had imagined, and planned for, was all down the drain – and no one could change it!

This was a huge reality check for me. I had just lived through losing almost everything in my own life, so calling people and telling them that they were broke was not my idea of a good time.

As the economy was crashing, I thought that there had to be a better way. I knew there were people, wealthy people, who had not lost everything that they had saved or invested. I realized that I had to find out what they did, and how they did it.

So, I did just what Napoleon Hill did in Think and Grow Rich – I interviewed people who had not lost their wealth, people who still had both time and money, and people who not only made a great life for themselves, but they made sure their families were taken care of as well.

Now I am where I want to be.

This is what I will spend the rest of my adult working life doing:
sharing the strategies that have been working for American families for over 100 years, and helping people enjoy being debt free, paying less in taxes and interest, and creating tax free income in retirement.

Connect with me here (link) or call our office at 561-465-5171 to start a conversation about how we can help you feel 100% sure you’ll have retirement income and financial security that you will never outlive.

Lifestyle Wealth Group