Grand Slam Wealth Advisory Service

My Wealth Advisory Offer

$0 Fee Investment MGMT Advice!

Done for you or guidance in your own brokerage account. I will not charge you for Investment Management Guidance.

Fully Refundable

If you are not satisfied with my wealth advice I will happily issue a refund.

Real Estate Guidance

Leverage, cash flow, & ample tax benefits make real estate a critical tool in creating Lifestyle Wealth.

Travel Hacking Guidance

Credit Card Points Optimization

Award Booking Help

Budgeting Tools Included

If you don’t have one I will help create one. If you do have one I will review it to find wealth creation opportunities.

Become a Partner - Help Others

For every client who becomes a partner I will provide my services to someone less fortunate pro bono.

Free Trust & Will Estate Package

I will purchase an estate plan from Trust & Wills for you - appropriate to your needs.

Wealth = Time

Inability to follow through is the prime reason wealth advice fails. My process is designed to take little time, or effort. Document gathering & advice delivery are a snap.