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BNN Money Talk interview with Doug on July 20th, 2009. Click Here To View. We provide four essential services, each of which are described in more detail through the links on the left:
Our primary service is that of Portfolio Management for families with a minimum of $250,000 to invest. This is our core service because each of the other strategies depend on it. Without an effective portfolio management service, the Wealth Building, Retirement and Wealth Transfer strategies often fail to reach their original goals as well as their fullest potential. Our portfolio management service is a unique approach that we call The Enhanced Portfolio Strategy that employes our patented 25 Point Portfolio Inspection Process for the effective, efficient and timely management of your investment portfolio. Click on each of the links below to learn more about how we are able to help you reduce taxes, reduce fees and create a more secure and compelling future. |
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Our Purpose: To Help You Gain Maximum Mileage From Your Financial Resources! |
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![“This book is a must read for people at age 50, then again at 60, 65 and likely every 5 years thereafter. It covers so many detailed aspects of retirement and is very well written. I only wish I would have had it available 20 years earlier. After reading it I made a list of “follow up” items that still had been left undone. "](/account/images/quote.img?color=044c3f&text=2c2619&accent=ffffff&compliment=999530&navigation=ffffff&heading=044c3f&title=044c3f&logo=044c3f&link=16600b"e.text=%E2%80%9CThis+book+is+a+must+read+for+people+at+age+50%2C+then+again+at+60%2C+65+and+likely+every+5+years+thereafter.+It+covers+so+many+detailed+aspects+of+retirement+and+is+very+well+written.+I+only+wish+I+would+have+had+it+available+20+years+earlier.+After+reading+it+I+made+a+list+of+%E2%80%9Cfollow+up%E2%80%9D+items+that+still+had+been+left+undone.+%22&author.text=J.+Peters&begin.fill.color=57a597"e.fill.color=2c2619&begin.font.size=150"e.font.size=18"e.text.wrappingwidth=153&stage.width.max=153&cache=1305383105565)
!["The book contains a lot of excellent advice. I particularly enjoyed the sections on envisioning your ideal retirement and the emphasis on tax-efficient solutions. I wish that I had found this book on retirement planning ten years ago!"](/account/images/quote.img?color=044c3f&text=2c2619&accent=ffffff&compliment=999530&navigation=ffffff&heading=044c3f&title=044c3f&logo=044c3f&link=16600b"e.text=%22The+book+contains+a+lot+of+excellent+advice.++I+particularly+enjoyed+the+sections+on+envisioning+your++ideal+retirement+and+the+emphasis+on+tax-efficient+solutions.++I+wish+that+I+had+found+this+book+on+retirement+planning+ten+years+ago%21%22&author.text=Dr.+B.+Yates&begin.fill.color=57a597"e.fill.color=2c2619&begin.font.size=150"e.font.size=18"e.text.wrappingwidth=153&stage.width.max=153&cache=1305383105565)