Bio: I partner with founder-led businesses to productize their expertise

Bio: I have been following Steve and his Income Focused Retirement Investment model for over 10 years.

Bio: I’m 40+ year professional investment manager/advisor, now an income independence coach. I’m also promoting my 2nd book, Retirement Money Secrets.

Bio: Quod nemo laeditur nisi a se ipso

Bio: CPA helping generous business owners avoid unexpected tax bills and maximize tax savings.

Bio: Retired Financial Advisor