Public Relations

Talk To Local Contacts About The Math Behind Retirement Investing

NPR Reports On “The Personal Finance Industrial Complex” And Says The Only Person You Should Trust With Your Money Is Yourself

Write Your Own News Releases, Become Known Locally

Goldman Sachs Defector's "Toxic" Resignation Could Be A Rallying Cry For Client-Focused Advisors

Financial Advisors Should Publish In Professional Trade Magazines


Let’s Make This Easy


We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck


A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.