Welcome to ‘Take Charge of your Money!’

Throughout my 30+ years in securities, banking, and insurance I have assisted many clients.  I have witnessed many successful investments and unprofitable ones.  I have given seminars called ‘Take Charge of Your Money!’ where I shared a road map to building wealth.  Building wealth includes a combination of generating income, reducing and managing your expenses in order  to improve cash flow & savings.   You then put these savings to work for higher returns through investments to build your wealth over time.  Tax management and using tax advantaged accounts  help you keep more of what you earn and grow your money faster.

I started out from humble beginnings and have been able to build a 7 figure net worth through education, discipline and learning from mistakes.  I did not benefit from an inheritance, stock options, nor family business.  I hope to share my experiences, observations, the opinions of successful investors and tools to help you grow and build your wealth.  This takes time and is not a ‘get rich quick’ website and blog.  Albert Einstein said ‘Compounding (interest) is the most powerful force in the universe’.   This takes time and the earlier you start, the better.

The internet has opened the door to a wealth of information and knowledge at your fingertips.  Many seasoned and successful investors have generously shared their resources, research, insight, and analysis through white papers, interviews, video and websites.  I intend to share these standouts with you from time to time.  We can all benefit from the valuable lessons of others to help us manage our resources.

Please do your own due diligence and check with your trusted advisors to ensure that any shared ideas or strategies fit into your financial profile and meet your own risk tolerance.  I have made my share of mistakes and continue to learn.  I will expand on this over time.  Please share my website and blog with others who you feel will benefit from this insight.

Thank You,

-Gary