Let’s make the transition to DIY investing. 

Your advisor has you in a bunch of high fee mutual funds or better yet has randomly selected some stocks and bonds. You’re on your way to a secure and happy retirement right? Wrong! In most cases by using an advisor you increase the chances of outliving your nest egg. Unless your advisor is a fortune teller, 100% conflict free and transparent your current investment approach will fail you in the long run.

A Fee-Only Investment Consultant, Chad advises individuals on their way to becoming DIY investors. This unique and specialized advisory approach means that Chad doesn’t sell investment products or hold client assets. He empowers investors with the correct knowledge, documents and tools so that they can make the most of their portfolios while abandoning high fees, under performance and conflicted advice. For comprehensive financial planning, Chad has partnered with multiple fee-only financial planners based in the US, Canada, UK and Australia. 

Eight benefits of working with Chad:

+ Spend eight hours a year managing your money

+ Become an empowered, knowledgeable and confident investor

+ Keep more of your money and dramatically reduce investment fees

+ Say goodbye to advisor salesmanship and hello to objective stewardship

+ Increase returns by making sensible strategy and asset allocation decisions

+ Learn about stocks, bonds, ETFs and many other investment concepts

+ Spend less time confused and worried about financial news

+ Improve your current, retirement and lifestyle prospects