Personal Finance for the Entrepreneurially-Minded

Wealth is Accessible to Anyone. Take Control of Your Destiny!

Personal Finance for the Entrepreneurially-Minded

Wealth is Accessible to Anyone. Take Control of Your Destiny!

Get 10X RETURNS (or more) ON LIQUID CASH

Without giving up quick access to capital.  Find out how in this free 20-minute guide!
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Escaping Average to Pursue Wealth

If you want extraordinary results and to really pursue wealth, the average investments or opportunities presented by your bank or financial advisor aren’t going to get the job done.

The financial industry serves average people and gets average results. To be extraordinary you need the knowledge to play an active role in your wealth creation using a different paradigm.

The Typical Model of Wealth Creation is Broken

We’re conditioned to save for our future and not live our lives now.

Many times, this approach to wealth creation doesn’t lead to true wealth and sells short the possibility of what could be.

You can create wealth today and a stable tomorrow.  It comes down to understanding how to best make that happen and defining success on your own terms.

WEALTH CREATION

Finance and wealth creation shouldn’t be in the hands of anyone else but the individual. We see it as our mission to help people understand how to achieve wealth and provide the education for them to learn the ropes.

CONFIDENCE & CONTROL

A lack of knowledge and confidence in wealth creation holds people back from taking control and really being able to achieve the wealth they seek.

EMPOWERED LIFE

We want as many people as we can touch to be empowered to a life of greatness, through the paradigm and context to believe in themselves, and the financial competence to make decisions with confidence.

You're the Best Financial Advisor You'll Ever Have

If you’ve ever thought, I don’t understand my investments or that you’ll just hand things over to an advisor, it’s time to rethink your plan.

Learning how to manage your wealth and create more of it is easier than you think.

Latest Blog Posts

The Go-Giver The Unexpected Secret of Success with Bob Burg

The Go-Giver: The Unexpected Secret of Success, with Bob Burg – TMA 028

May 21, 2018

The Go-Giver is an engaging parable about the unexpected system of getting predictable, proven results in building a prosperous business.  This story reveals the five laws of stratospheric success, giving you the recipe to make more money in your entrepreneurial endeavors by adding value and increasing your impact. If you have been reading The…
Read More →
Why You Want Insurance Part 3 - It Costs More to Self-Insure

Why You Want Insurance Part 3: It Costs More to Self-Insure – TMA 027

May 14, 2018

To navigate your insurance decisions, you must weigh the costs and opportunity costs of each option.  While some choose to self-insure as a solution to reduce costs, there are additional costs hidden beneath the surface that you need to be aware of.  Insurance is fairly polarizing.  Chances are, you either love it or you…
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Simple Content Marketing That Attracts and Converts Happy Clients, with Maggie Patterson

Content Marketing That Attracts and Converts Happy Clients, with Maggie Patterson – TMA 026

May 7, 2018

Content marketing is a powerful tool to reach your future customers before they choose to do business with you.  If you’ve been in business for 20 years or 15 minutes, you’ve realized that one of the primary levers of success is having customers. With people to see, you can find out what works best, make…
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Hosts

Bruce

Bruce Wehner

Cash Flow Specialist
e3 Wealth
Rachel

Rachel Marshall

Wealth Strategist
Marshall's Insurance and Financial Services, Inc.