FAQs

Prior to starting my financial advisory business I was an award winning salesman in the biotech and medical device space. Twenty years of experience and half a dozen sales awards put me in an excellent position to understand the investment nuances of the healthcare world. I put this use in the publication of my debut book, "Your First Biotech Million." My financial advisory career grew from there.

No. We function differently than most fiduciary financial advisors. We are not managing your money; we are helping you manage your money more wisely. We only provide advice in exchange for a fee. We have no access to your money. You will be the only person that has any access to your money and you will control your money exclusively. This means that we are not capable of stealing from you, or manipulating your funds for our benefit.

My standard rate is $300 per hour. Packages are available for clients who want a more long term, ongoing relationship. We offer a "starter package" consisting of 4 hours advisory and one hour of text message support for $918. We offer an annual package of 12 meetings for $2918. This prices may offer a substantial savings over the traditional 1% fee that other advisors charge.

However you feel about America's current political situation, one thing is obvious: today's most powerful Americans are old. Really old. Just one hundred years ago, the average American lifespan was just 58 years. Today, that same life expectancy is close to 80. None of this is natural. Today's growing longevity is a direct product of our society's progress in the biotech business. When you own shares in biotech and healthcare firms, you are an owner in the businesses that allow Americans to live better for longer. This means that you have an unparalled opportunity to do well by doing good, and you can own a business that enjoys virtually unlimited demand for it's products. Few turn down a chance to live longer, better.

At the age of 43, I left my corporate career behind and began living off of passive income from my investments. I had been preparing for this moment for decades. The experience that I earned in this process led me to write my book, "Financial Freedom: Retire Now with Dividend Stocks." I have been helping others copy my success ever since.

My firm is a Registered Investment Advisor in the State of Florida. I have been investing since the age of 21 and authored five books on the topic. Thousands of people around the world read my blogs, sickeconomics.com and sickdividends.com. I hold an undergraduate degree from the University of Virginia and studied graduate level economics at the Universidade Federal De Santa Catarina in Brazil.