Friday, November 7, 2008

SPEND SOME TIME ON MAIN STREET:

MAJOR Tourist Attractions:
Everyday Life, People & Commerce, the butcher, the baker the candlestick maker...

Financial Professionals: Accountants, Lawyers, Bankers, Real Estate and Insurance Agents....

The job of MAIN Street @MAIN & WALL is to make sure you are Structurally Sound and keep you Financially Fit.

Our Service : MW/AMFM - ALPHA MATRIX Financial Management
Our Approach is Modular and Cash Flow based...
and designed to provide UNITY of PURPOSE


AGENDA: Cover the Spectrum of Life Issues, Fine Tune Your Cash Flow and Protect Your Assets.

What We Do, What We Don't: This is where we spend the time to analyze your current situation, discuss Your World and define Your "it". We then collaborate with your other financial professionals to develop and coordinate a Comprehensive Financial Plan that will:



  • Identify Strengths & Weaknesses
  • Set & Prioritize Clear Goals, Objectives & Time Frames
  • Make specific recommendations and seek best fit solutions
  • Provide ongoing monitoring & adjustment to stay on track
  • Prepare you for your next Appointment >>>

We do not provide legal or tax advice nor do we sell insurance or receive commissions of any kind. We are not a sales organization. Professional Advisors have an ethical responsibility to act in your best interest. As a Registered Investment Advisor, we have a legal fiduciary responsibility as well. We charge a fee for this service so we can be objective and you can be assured that your best interests are being served at all times.

Wednesday, October 22, 2008

Many Advisors are Obsessed with the S&P 500

OUR AGENDA IS MUCH LARGER...
IT'S ABOUT YOUR LIFE...

We're concerned with making sure the kids go to college...
and that you have enough Cash Flow to pay the bills...
That you have the right insurance, wills and estate plan in place...
And your retirement doesn't hinge on "the market"...
So you have the peace of mind and financial freedom to pursue Your "it"
We're here to help you Succeed in the BIG GAME...THE GAME of LIFE...
The Purpose of Life is to Rise...Our community is designed to help you do that.....

Saturday, October 11, 2008

When it Comes to Financial Planning ....

LIFE IS ALL CASH FLOW, the more and more predictable the better.

Thursday, October 9, 2008

MAIN STREET - THE AMFM MODULE

The AMFM - System is your Financial Planning Module.
It's A cash Flow based Approach that helps you "fine tune" and maximize your cash Flow.


WALL STREET - The AMPM MODULE
The AMPM - System is your Investment Management System.
To help you Manage Risk and Maximize your investment returns.

They work together to form your ALPHA MATRIX Weath Management System. Where the whole becomes greater than the sum of the parts.

Wednesday, August 20, 2008