We create miracles every day. We inspire others to do what inspires them. And so we congratulate you on taking your first steps to achieving financial freedom and building a prosperous future!
We aspire to add value to people’s lives and their wealth by helping them to build their own wealth. We educate people about money and wealth management, market analysis, and savings. We are providing you, or Dan, or as we like to say, “the Average Dan”, the ability to participate in the financial markets with the lowest possible investment, and at potentially no costs (no trading fees, no management fees, no commissions).
Based on the financial management portfolio graciously provided to Tony Robbins by Mr. Ray Dalio, we will help you to open and create your very own Self-Directed All Seasons Investment Plan. Although we consider this portfolio to be a very conservative approach to savings, the historical returns are phenomenal. “Since 1984, the average annualized return has been 9.72%, net of fees. That’s equivalent of making money 86% of the time, with an average loss of only 1.9%.” These results were based on an annual reallocation, however, we foresee allocation occurring up to 4 times per year depending on market conditions and excellent performance - Locking in your gains and minimizing your losses.