After working with Steve for the past few years he has consistently brought me highly effective strategies that have taken away this worry and replaced it with even higher returns.  

Needless to say, I will continue to keep Steve on speed dial as long as he keeps taking my calls, ha ha.” 

 

For years I knew I needed to do something with my money to invest for the future, but I was very skeptical on investing in something I did not fully understand. Having lived through some significant boom and bust cycles in both the stock market and the real estate market I was unsure and uncomfortable about both these options as a long-term investment strategy. With these two options removed from consideration however I really didn’t know what else was out there and for that reason I did nothing for a long time.   

 

In an investment I wanted the best of both worlds—I wanted something with a guaranteed and predictable return (something that could not disappear to zero) but I also wanted flexibility and liquidity if I need money before retirement for a health emergency or to start a business or travel for example before I was an old man. I did not want money locked down for years on end where I could only access it if I paid a steep penalty.  

 

Steve took my demands into consideration and helped me find and UNDERSTAND an investment with predictability and flexibility that fit my needs. He helped balance my future planning and brought in some unique strategies that I had never been exposed to before. 

 

I would recommend Steve to anyone as I know he took the time to understand my situation and didn’t just stuff me into some generic investment that was easier or better paying on his end”