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What is a Stage 1 and a Stage 4? Stage 1: Someone wanting to learn how to accumulate capital. Stage 2: Someone wanting to get a return of their capital. Stage 3: Someone wanting to a better return on their capital. Stage 4: Someone wanting better multiples on their capital. |
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Do you loan money? No, I do not loan or make equity investments with my clients. |
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Are you a stockbroker? No. |
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Will you manage my portfolio? No. |
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How often will you call me? You will be the one who will usually instigate calls. I work with you when you have problems or need assistance. |
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Who are some of your clients? The names of my private clients have always been and will always be confidential. |
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What do you sell? I sell no products of any kind. |
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Do you work with groups, investment clubs, or corporations? Yes. I have performed Make Rich Happen workshops for groups as large as 200. My fee for doing workshops is negotiable. |
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Will you tell me which stocks to buy? Yes. I will give you specific recommendations that meet your needs and risk tolerance. I will, at your request, teach you how to analyze corporations and their charts so you can make your own decisions and make myself available for a professional second opinion. |