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Old St. Ferdinand Shrine

1 Rue St Francois

Florissant, MO 63031

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If you're like most of the people we help, a lot of your past financial decisions were made one-at-a-time, under pressure, with incomplete information and based on questionable advice.

As a result, you probably have financial inefficiencies "baked in," so they cost you every month when you pay your bills.

The waste adds up.

Our wealth-building potential is limited, and every dollar lost to financial inefficiencies costs is magnified a thousand-fold in terms of lifetime opportunity costs.


We'll show you how to save real money with:

All of Your Insurances:

  • How to choose coverage amounts, elimination periods, deductibles.
  • How to shop for better deals.
  • How to find the least expensive coverage
  • What kind of life insurance is right for the situation? Term or Perm?
  • How to buy Long Term Care insurance with zero net cost...

Investment Fees and Taxes:

  • Do the costs of variable annuities outweigh their benefits?
  • What are excessive mutual fund fees?
  • What are the least expensive investments to buy and hold?
  • How to save thousands and thousands in capital gains, dividends and interest taxes...

Debt Structure and Lazy Assets:

  • How to prioritize debt repayment.
  • How to put lazy assets to work
  • How to repay debt the most efficient way
  • How to take on debt in a way that does't set back wealthbuilding.
  • How to analyze a home mortgage...

You'll leave with pages of helpful notes and actionable strategies to reduce your budget without reducing your lifestyle.

There is no cost to attend. No products will be offered or sold.

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Date and Time

Location

Old St. Ferdinand Shrine

1 Rue St Francois

Florissant, MO 63031

View Map

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