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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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Hidden Traps to Success

Hidden Traps to Success  The naive believes everything: but a wise man looks well to a matter. – Proverbs 14:15  Solomon reveals that a similar kind of trap in your personal or professional life can have an equally devastating effect. What is the name of that hidden trap? Naiveté. And it can ambush anyone, regardless […]

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Why Investigative Due Diligence Is A Modern-Day Imperative

The failure to conduct thorough due diligence can leave your firm vulnerable to substantial loss or liability. Today, only a complete due diligence investigation can provide you with the confidence to move forward with a new investment, partner or venture. How thorough must today’s investigations be? Just consider a few statistical realities: Only 65% of […]

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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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THE DAY YOUR MONEY DIED – U.S. Bank Expose’

On the weekend of November 15, 2014 while something historical took place most of us were sound asleep. That autumn morning in Brisbane, Australia the G20 leaders posed for photo ops, approved a series of proposals, cast stones at Russian President Vladimir Putin and then whisked back to their respective countries. It all happened so […]

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A Dose of Reality – The Cost of Raising Capital – Your Project Must Support the Numbers

Raising capital is one of the most difficult challenges faced by today’s entrepreneurs. Tier-1 banks prefer low risk projects, such as 50% or more pre-sales on large urban real restate developments and low loan-to-value ratios. The next tier of lenders we deal with is serviced by many players, including private lenders, lower tier commercial banks, […]

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Consumer Alert! (This information could save your life)

Dear Friend, I’m reaching out to you with critical information that could SAVE YOUR LIFE or the LIFE OF A LOVED ONE.  Any one taking more than one prescription at the same time is in danger.  This is the 4th LEADING CAUSE OF DEATH! Consumer Alert!  (This information could save your life)    In the U.S. 125,000 people die from Adverse […]

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Age 65 or Greater? Medicare? Annual Wellness Visit – Get Yours Now!

Since 2011 Medicare has encouraged its 50 million+ patients to complete an Annual Wellness Visit. The primary purpose is to improve the health of all Medicare beneficiaries and to reduce the cost of healthcare provided to them. The AWV will help to: Reduce the onset of chronic illnesses Prevent catastrophic accidents Keep patients out of […]

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Why Invest?

Why Invest? God is the perfect partner in any investment program. It is He who supplies all the seed to be planted. We plant it; He multiplies it. So, any investment program ought to be based around multiplying assets that God supplies and returning the bulk of the crop, as pointed out in the parable […]

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