Best selling financial co-author with Steve Forbes titled Successonamics and Investment Advisor My mission is to assist my clients in turning their hopes for the future into reality through the creation, management, preservation and accumulation of wealth. This can be accomplished by prioritizing goals, developing a financial plan and monitoring ongoing strategies needed to implement the process. The most important part of our mission is not something that is written on paper: It is the personal counseling, coaching and the caring as well as the knowledgeable and sophisticated planning that we strive for in every relationship. Simply put, I help my clients live more enjoyable lives with a