Wise Money Tools

About Me

Hi, I’m Dan Thompson – I began my career in 1986. I know, that’s a long time ago, but I’ve learned a lot of invaluable truths and I want to share some of them with you.

After spending the first 15 plus years in my 31-year career as stockbroker and traditional financial planner – I was fed up!

Fed up with all the promises of Wall Street. All the risk. The up and down swings. In the end those who rely solely on Wall Street, Mutual Funds, and other packaged securities are disappointed time and time again.

With every wave that sent equities soaring, there came a crashing wave to bring it all down.

After the dot.com boom and bust of the late 90’s, I either had to find a better way or get out!

If you are having similar struggles with Wall Street, I completely understand it’s not your fault.

You are stuck in the same rut as most everyone else with little choice for your 401k and every advisor you speak to just wants you to put more money at risk.

It’s hard to get out – isn’t it?

Let me tell you, you don’t have to put up with it! You do have choices.

Choices that can actually deliver more wealth and security than you might thought possible.

Let me share with you what I found after some extensive searching and research.

I found very unique strategies that are more predictable and even have tax-advantages beyond most other investments – yes, even 401k’s and other retirement plans. In fact, retirement plans have some inherent dangers that you can learn more about in our video blog.

Look we all want to make money, right? But sometimes you can actually increase your wealth by not losing money!

Riding the Wall Street rollercoaster up and down and up and down again, often times takes you right back to where you started.

Just like a roller coaster, Wall Street seems like a closed loop track, taking off and ending at the start.

It’s proven to not be a very effective strategy as many retirees are struggling to figure out if they are going to run out of money before they run out of life.

Back in the early 2000’s I began to employ safe money strategies and since then both my clients and I sleep well at night.

There are three words that ring true for so many who implement these strategies – Peace of Mind!

We don’t worry about market crashes; however, we do like to take advantage of market crashes and other opportunities – more on that in our video blog as well.

Arguably one of the most successful investors of all time is Warren Buffet.

He has two rules.

Rule #1 – Don’t lose money

Rule #2 – Don’t forget Rule #1

If more people applied these rules they would have likely built greater wealth without all the unnecessary risk.

For the last half of my career I’ve been building solid foundations for clients. Putting them in safer and more predictable situations, not more risk and frustration.

We build high cash value life insurance with some of the safest and strongest companies that have been around for nearly two centuries.

As you move through life, you’ll appreciate having access to capital for major purchases and particularly for opportunities that may come along.

Then benefiting from tax-advantages for your income during your retirement years. And finally leaving a tax-free legacy for your family.

There is no easier and safe way to create and build wealth and leave a legacy for your family.

If you are frustrated and worried that Wall Street and financial planners who keep telling you to take risk for a better return, yet it doesn’t seem to be working, maybe it’s time to look for a better way….I did….and so have thousands of families just like you!

This is why I am offering my free book, “The Banking Effect,” to everyone who has learned a little about me. The fundamental principles in this book are not complicated and they make sense. By applying these simple principles to your financial life you can make tremendous leaps with little to no risk.

Get Your FREE Book Now!