The foremost expert in the niche area of efficient *spending* management and wealth accumulation analysis. My name is David Belisle. I have owned and operated a small business for over 15 years. My education (practical and academic) is in finance. My passion has always been financial efficiency. I now focus my time helping others by teaching financial strategies that the wealthiest in this country have known about and have used for decades. My focus is on identifying where you are, or potentially will transfer away a significant amount of money over the course of your lifetime. You may not realize but there are 36 areas of lost wealth that effect our wallets every single day. Let’s see how much we can find for you.
Who We Are
complimentary strategy session!
In 2014, our average per client recapture was over 33,000 dollars per year. That's dollars they were giving away through inefficient wealth strategies.
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