I see you’re a CERTIFIED FINANCIAL PLANNER™. Do you offer financial planning services as part of your business?

The business highlighted within this site is only related to my writing and speaking business. However, one of the other “hats” I wear is related to the offering of financial planning services. Due to strict securities regulations, I’m unable to discuss these services within this site. If you have an interest in learning more about these services, please click here and provide the information requested. I’ll get back to you within 24 hours of receiving your information.

I’m a volunteer on a committee within my professional association that’s conducting an upcoming regional conference. We’re looking for items to be included in our “complimentary gift bags” to be given to each attendee at the registration desk. Your booklets would be perfect. How do I get them for this purpose?

 There are basically two ways your request can be fulfilled. First, I can print the booklets for you and ship them to you. You simply tell me how many you need and I take care of the rest. Or, I can e-mail an electronic version to you. Then, you provide this electronic version to your printer to be produced locally. For more detailed information, please click here and complete the contact form. I’ll get back to you within 24 hours.

Do you have a minimum number of booklets for large quantity orders?

 Typically, the minimum order is 1,000. To discuss your unique needs, click here and complete the contact form.

 I work in the sales and marketing department of a company that sells subscriptions. As a “thank you” to those who subscribe, I’d like to provide them with a gift. Your booklets would be ideal. Can I get them customized? I’d like an imprint that would say something like “This booklet provided by ABC Company. Thank you for your subscription.”

 Yes, customization is an option. Due to the increased cost of customization, it’s usually most cost-effective on orders of 1,000 or more. Click here and complete the contact form.

I’m head of a committee within my professional association that’s looking for speakers for breakout sessions at an upcoming national conference. Can you help?

 Yes! However, it’s important that my topic be aligned with the expectations of your conference attendees. My experience covers more than two decades. I’ve presented at many different venues across the United States on many different topics related to financial services. Click here to provide me with more information.