Frequently Asked Questions:

I HAVE A FINANCIAL ADVISOR, WHAT DO YOU DO DIFFERENT?

We educate, calculate, and develop cost recovery strategies. Our focus is on the how of money not the where you put it. Learning Velocity of Money and how money makes money will increase the effectiveness of your savings.

HOW CAN I SAVE MORE MONEY?

You can save more money by cost recovery and lowering your taxes. This slows down the transfer of money away from you. Two income households are potentially worth millions of dollars. Average income in America is $48,000 times 40 years is 2.8 million.

IS THIS ABOUT LIFE INSURANCE?

It's about everything you do financially including Life Insurance.

WHERE CAN I INVEST AND MAXIMIZE MY RETURN WHILE MINIMIZING RISK?

The Personal Financial Engineering process will help you maximize your return without undue risk.

HOW MUCH LIFE INSURANCE DO I NEED?

The Personal Financial Engineering process evaluates life insurance needs using the Human Life Value approach, and how to buy it with no additional out of pocket cost.

DOES YOUR SERVICE COST ANYTHING OR ARE THERE ANY FEES?

We don't believe in charging fees. We will explain how we get paid in our first meeting. We are actually paid fees, bonuses and commissions by the financial institutions you already do business with.