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DISCOVER FINANCIAL WELLNESS

The Setback:
Overconfidence & Misinformation

The Solution:
Measure Your Knowledge

Your Path to Financial Freedom

In the same way that everyone believes that they are an above average driver which cannot logically be true, most people think they are an above average investor. This, ironically, causes most people to be an average investor and miss out on significant wealth.

Getting the best returns possible is a science, not an art. Investing has been studied by academics as much as any other discipline. There are clear answers which can predict how well you are going to do. Take our 2-minute, 10-question Investor Gap Quiz to determine if you are likely to get average or optimal returns.

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Our Clients Say

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I feel more confident about my financial future and accomplishing my goals now that I have worked with Sam. He was able to quickly help me with strategies to decrease my risk, increase my returns, and diversify my funds. Working with Sam was probably some of the best ROI I've had in my life.

Ataur Rehman, Sales Rep at SmartSheet

 Master Your Money Interactive Guide

ABOUT

Our Mission

Financial planning is deeply personal to me because I've witnessed firsthand the challenges of doing everything "by the book" and still coming up short. My father earned his MBA from Columbia, worked hard in middle management at Procter & Gamble, bought a home, and sent my siblings and myself to college. Despite following the traditional path, he faced the harsh reality of not having enough saved for retirement due to unexpectedly becoming disabled right when he had finished paying for the last of the tuitions - mine. Watching this unfold drove me to become an expert in financial planning, with a passion for helping others avoid the same fate. My mission is to ensure that no one who plans responsibly ends up facing an uncertain future in retirement like my family.

Let me help you build the financial security you deserve.

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