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!

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

Ted Benna: Reflections from the Father of the 401k

Ted Benna: Reflections from the “Father of the 401(k)” – TMA 032

If you listen to the “financial experts” on tv or the radio, you will hear the typical blanket advice that you should put money into a 401(k).  But the question is, does that advice apply to everybody?  To get as much of an insider’s perspective as we could find, we interviewed Ted Benna, “inventor” of…
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How to Shop for Insurance Part 3 - Life, Health, and Disability Insurance

How to Shop for Insurance Part 3: Life, Health, and Disability Insurance – TMA 031

Life, health, and disability insurance protect you, your body, your wellness, and your livelihood.  This range of coverage includes some of the most essential protections. Too often, people ask the wrong questions.  This leads them to draw the wrong conclusions about life, health, and disability insurance.   As a result, many remain drastically underinsured or forgo the protection altogether.…
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How to Shop for Insurance Part 2 - Home and Auto Insurance

How to Shop For Insurance Part 2: Home and Auto Insurance – TMA 030

Home and auto insurance are two pillars of insurance protection that are almost universally understood to be necessary. However, when it comes to choosing and paying for coverage, you have nearly infinite options.  The range of coverage details, exemptions, coverage amounts, and limitations add complexity.  This can make shopping for insurance seem like a maze…
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Cash Flow Specialist
e3 Wealth
Wealth Strategist
Marshall's Insurance and Financial Services, Inc.