To My North American Readers

First and foremost, I want to thank many readers who have taken me up on an alternative to traditional financial planning and have gone through the process. The fruits of your labor will be that much better for it.

Numerous readers write in or end up telling me later they were afraid to inquire because they weren’t comfortable not knowing what it detailed.

It’s quite painless! I will ask you a few questions via email. Then depending on where you live (Canada or the U.S.) I will refer you to either Paul or David. Paul handles Canadians from Alberta, British Columbia and Ontario and Dave the entire U.S. They will set up a phone conversation that lasts about 30 minutes. After that, if you go forward, you will be asked to forward financial data and your financial well-being will literally be put in front of you. This is my favorite part of the process as people for the first time truly see themselves financially and most times are taken back on how much more efficient they can be and with far less risk and not having to add  (or put at risk) additional capital.

So here’s my previous post. If you meet the threshold of income and wealth, we welcome the opportunity to do for you what many Grandich readers have already (or are in the middle of) accomplished – a financial plan that greatly adds to their life style without taking additional risk.

In regards to the alternative to traditional financial planning process I speak of for Canadian and U.S. citizens, there are two questions I’m asked more often than any others:

1- Bottomline Peter, what makes your process so special?

Answer – We will deliver unique and verifiable strategies to increase your wealth over and above what you’re currently on track for. We will do this without taking on more risk (in fact, we usually lower risk(s) you’re currently exposed to). And finally, we shall achieve all this without having to sacrifice your lifestyle (frankly in most cases we improve it).

2- How come you’ve a $150k and/or $ 1 million net worth minimum?

Answer – We use a number of cash flow and tax strategies not usually afforded to those with less than the minimum.

If you reside in Canada or the U.S., please feel free to contact me via email to discuss this further [email protected]