Alternative Investment Strategies. Timely Economic Insights. And Uncommon Wisdom to Create More Freedom and Autonomy in Your Practice and Life.

Get INSIDE ACCESS to the strategies and lessons used by hundreds of Dentists, Doctors, and Practice Professionals to protect and steward their wealth in volatile markets and pass on more than just wealth to the next generation.

These are the principles to live a more purposeful life, create more efficiency in practice, intentionality in relationships, and create a proven plan to achieve financial freedom and beyond.

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Not Your Typical Financial “Newsletter”

This is NOT your typical financial newsletter filled with meaningless charts and "data" designed to sell you off-the-shelf stock market products. We are NOT Wall Street.

My goal is to help you change your mindset, learn key investing principles, and think like a wealth creator.

This quarterly publication is packed with strategies, principles, and life lessons. An easy 30-minute read that will expand your mind and unlock wealth-building potential to catapult you from high income to high net worth.

With just 30 minutes every 3 months, you'll get inside access to principles and strategies that will help you…

Stop relying on trading time for dollars to create monthly cash flow.
Calculate if you "have enough" to quit or slow down... and how to make your capital nest egg last for the rest of your life. No more guesswork!
Protect your hard-earned wealth from the market roller coaster.
Learn why Relationships are vital to both your wealth and fulfillment.
Avoid the pitfalls that set back investors and professionals for years or decades.
Take specific action steps NOW to take advantage of future market shifts and corrections.

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"A Moment Of Truth"

The Story of David Phelps, DDS

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