About Us
The essence of what I do is identifying how much wealth clients are losing to institutions. This transfer of wealth can be in the hundreds and thousands of dollars.
I use a Financial Model created at Leap Systems which has been time tested since 1980. It took the founder Robert Castiglione 10 years to develop.
Their creation of new technology using a financial simulator that is one of a kind in the industry, helps clients identify this Transfer of Wealth Problem thru the model.
I would encourage anyone to do a test drive.
Everyone should do a financial simulation at least once in their lifetime and compare it to their own personal financial position.
.jpg)