As seen in

The Effective Investor

If what you thought to be true about your investments turned out to be false, when would you want to know?
Magazines, media, big Wall Street firms, and most advisors are actively promoting a false narrative they want you to believe. The reason they push this narrative is because it makes them a lot of money.  In The Effective Investor, Mark Lund exposes this false narrative, explains how it is used, taught, and promoted, so that you too will be able to recognize it. The good news is that you don’t need their speculative ways of investing in order to be successful.  This is the dirty little secret in the investment industry that they don’t want you to know.  With proper strategies and information you can achieve a level of confidence and peace with your investments and retirement plans that you never knew was possible. The Effective Investor answers questions such as:
  • What kind of stocks will give me the best returns?
  • What is the best ways to protect my money?
  • When should I be in or out of the stock market?
  • What are the hidden fees of investing?
  • What’s the biggest problem with mutual funds?
It’s easy to get opinions on questions of this type.  It’s hard to get facts.  The answers are based on results that can be measured. This is the book your current advisor hopes you never read! “The Effective Investor’s no-nonsense approach to investing includes many hidden gems of truth that I love to share with my clients.” — Michele Baer, CPA “Our law firm confidently advises our clients to pursue the practical strategies and insights found in this book.” — Ryan E. Snow, JD/MBA Sign up for a Free consultation and receive a complimentary copy of Mark Lund’s book, The Effective Investor.   Simple click Let’s Begin!   

The Introduction To Prosperous Investing — The First Appointment


Once you schedule your
Introduction To Prosperous Investing, we will send you a short first appointment questionnaire within 24 hours.  The first appointment questionnaire gives us a brief overview of your current situation, what your top concerns are, and will helps us better understand your investment experience.  To schedule your first appointment, simply call us at 801-545-0696 or click, Let’s Begin. 

 

Enjoy retirement as you’ve always envisioned

We’re here to help, no matter where you’re starting from!

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