The Team

Together, my team and I, show everyday families and individuals how to regain control of their money by paying less interest on debt, and less tax on income. Then we find strategic ways to put that money to work.

Most of our clients are people that the financial services industry has left behind. They make good money. They might have some money saved, but because they don’t have a large enough portfolio, they can’t get the professional advice that they need. Or, they might be starting out, and don’t know what to do because we don’t get taught about money in school.

Our educational approach will show you how money works, and then once you know the rules of the money game, you stand a better chance of winning the game.

The best way to learn more about what we do for you, is to sit down with one of our associates for a 30  minute, no obligation, introduction to our company. I promise, nothing will be sold. But, you will learn more about money in those 30 minutes, than you likely would have learned up until now.  You can get in touch here.

How I Got Started In This Business

When I was first approached about this business 6 years ago, I said, “Hold on a second, are you sure you’re talking to the right person?” Because the only thing I knew about money was I didn’t have enough of it.

They said, “Look Rolf, if you have a background, or degree in finance, that’s great, that will help you a lot in this business. But, if you don’t, that’s okay, because what we are looking for are some honest, hard-working people, with the desire to get ahead and we’re willing to spend time to train and develop these people.”

They said, “Look, we have a Part Time Training Program which is like a 2 way street, where you don’t have to quit your job, come in on your own time, learn the ropes of the business, find out if it’s something you want to pursue, or not. At the same time give us a chance to look at you and see if you are the kind of person we’re looking for.”

But, what intrigued me the most about the whole thing was , they promised me; just going through the training program; that  chances are that I would learn more about money than I had up to that point in my life. One thing I’m a big believer in is, the more you know about money, the chances are you’ll be better off come retirement. Don’t you agree?

That’s what I did. I went through the Part Time Training Program for about 8 months and after 8 months I was able to transition to a full time career in this industry,  and during that 8  months I did learn more about money than I had up to that point in my life, which is going to have a significant impact on my family’s retirement.

We have aggressive expansion plans for 2011, and beyond. If you are ambitious, like helping people, entrepreneurial, have a strong work ethic, like to take on new challenges, and like to work in a positive and fun environment, you might be a fit for one of our Training Associate positions. I’d personally like to sit down with you for a few minutes, so that you can get a better idea of who we are, and what we do. If you think you’d like to learn more about the career opportunities that exist as a part of our team, just get in touch with me is right here.