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My Failures – I’m Far From Perfect.

My failures I’m far from perfect. I have had two incidents in my life that are painful: Medco which I’ve written about and posted on my website. In 1996 I had been S-7 and S-63 licensed for many years. My broker dealer (BD) was aware of the note program I marketed and their compliance department […]

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COMPLEX TRUST, PRIVATE FOUNDATION & PRIVATE FAMILY BANKING

“Own Nothing but Control Everything” ~ Nelson Rockefeller “It’s easier to fool people than to convince them that they have been fooled.” ~Mark Twain   Benefits of these financial strategies are: Preserve and Protect Your Assets Real Estate Investor Tax Benefits Reduce annual tax liabilities Reduce Property Taxes & Capital Gains Avoid probate & death […]

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CFSI Update: MedXPrime, PFP, Stryde/GMG, Working Capital Fast, 20161209

Merry Christmas! It’s a great day to be alive, isn’t it? I praise God for wonderful people like you! I pray for you daily. May God bless you and your family exceedingly, abundantly above whatever you may think or ask! Remember JESUS is the Reason for the Season! I’ve been quite prolific with writing and […]

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