About The Book

Financial Tales will help you view the world through the eyes of an investment advisor. With the 61 tales in our book, you will learn about investing, gain insight into your relationship with money and create financial success.

These Financial Tales will teach you how to…

  • Develop a sustainable relationship with money
  • Understand financial markets
  • Manage your investments intelligently and by yourself
  • Identify and hire expert advisors if you choose to work with one
  • Work productively with your expert advisor
  • Create a game winning financial team

  • Retire intelligently and with abundance
  • Prepare for the unexpected
  • Learn accountability and develop good habits
  • Pick the right college and insurance policy
  • Overcome the biggest obstacle to investment success
  • Learn to say “no” when you want to say “yes”

Share Your Tale

Are you ready to share your Financial Tale?

One of the benefits our financial tales community enjoys is the ability to submit their own tale. We will keep your name private of course and if you send us a detailed overview of your financial situation we will respond to you directly in private and if your tale might be interesting to others we will share it with our fans and community.