Lunch with Marc

There is no better way to learn about investing then talk one on one with Marc. Far from the 1 to 2 % a year that most managers charge for a basket of mutual funds that go nowhere, you can have lunch with Marc for a fraction of the cost and ask him what he thinks about what you hold and what he holds in his portfolio for his family. Not a certified financial advisor or consultant that past a test or took a few classes, he holds a 4 year degree in Economics from San Diego State University, class of 1979, and graduated with honors with an exemplary grade point average.
After talking with him, you may want to revaluate your own holdings, manage your own money and save yourself the fees by handling your own potfolio, something you should consider anyway in our opinion.

During your lunch or breakfast, Marc will ask you about your needs, your risk level, your income requirements and your individual situation. He will explain to you his “Risk” vs. "No Risk” ideology for safeguarding your money, yet show you ways to possibly double, triple or even quadruple your money by risking only a small part of your portfolio. Marc always says he hates for people to lose money. He does his best to live up to that statement by making sure most of his money is safe, yet earning a healthy return. Marc knows the REAL dangers of traditional investing and steers clear of common pitfalls. During your sit down he will suggest to you ways that may help prevent losses, yet possibly make money even in down markets, something traditional portfolios usually cannot do.

He will tell you what he uses himself to guide his families investing which include his Dream Portfolio and Super Dividend Payers List so you get a glimpse of where he parks his money. Most of what he holds can be easily bought thru your current brokerage account. He can advise you on how to open an account and even give you contact names and numbers of whom he uses for all his holdings. Couple that with his free Money Matters Email Updates and you can relax knowing you are well informed and ready to move forward  with a strategy that may outperform what you have now and earn some income no matter what the economic environment. It is a confidential and private way to educate your Money Matters. Marc retains none of your personal financial information you so can rest assured your privacy is maintained while talking with him.

Your talk usually takes 3 to 4 hours and can be done in person or on the phone. Cost is a one time fee of $575.00 USD, a fraction of the cost of what you may be paying now. Start your secure financial education here now.
It’s easy to schedule. Just click "Add to Cart" to get started. We will contact you by e-mail usually within 48 hours.