Live Investment And Retirement Planning Workshops
PPA Introduction
Learn about how the financial industry fails many people, how Protection Point Advisors is different, and our focus topic: Financial Planning. We will also include a current market update and forecast.
- Current Market Update
- Risk Management
- Financial Planning
3-D Asset Care Total Asset Protection Solutions
- Topics Covered On This LIVE Online Workshop:
- Smarter diversification during volatility.
- Building a better portfolio for retirement.
- How to get a stress test report for your portfolio.
- Can you take less risk and improve returns?
- Live Q&A With Lead Advisory Team
More Live Financial Workshop
Financial GPA
Take this brief test that will show you more about where you stand. This new and innovative tool will allow your advisor an enhanced understanding of your financial situation as we strive to fulfill the promise of 3D Asset Care.
SCHEDULE A 15 MINUTE DIGITAL CONSULTATION WITH MIKE
Create Custom Solution
To Reach Your Goals
Michael Clark
We were not taught financial literacy in school. It takes a lot of work and time to change your thinking and to become financially literate” ~ Robert Kiyosaki
I practiced the principle of Exchange Creates Wealth early in my career. It started with working alongside surgeons while I was at Johnson & Johnson and has continued to this day.
With my incoming growing at J&J I was told I needed to start investing, but didn’t know how. A friend of mine suggested I read advanced financial books. It opened my eyes to various techniques the wealthy use in their lives.
As fate would have it, I was introduced to a firm in Utah that taught clients financial techniques of the wealthy. After going through the process as a client, I left J&J and moved to Utah to help them promote and teach these concepts to others.
In helping clients increase their financial literacy I also started helping business clients raise the capital they needed for expansion. Over the last 10 years I have been able to help a handful of companies raise $42 million.
After getting my MBA from Westminster College in 2015 and continuing to raise money for companies, I started to see glaring gaps in the advice various “financial advisors” were given to my clients.
What I saw as need, was a process similar to what I had when I first moved to Utah. A process a client could plug into and get sound advice and continuing education from advisors across multiple specialties. Advisors who were all there for the benefit of the client. A process that put value in front of commissions.
I believe I have found that with Protection Point Advisors and I would like to invite you to see for yourself.