Are you a successful entrepreneur with more than $1 million in assets? If so, you’re in the right place.
If you’ve ever asked yourself:
- “How can I make sure my family will always be taken care of?”
- “When can I finally slow down at work without sacrificing my lifestyle?”
- “How can I grow my portfolio without taking on too much risk?”
- “How can I manage my finances with the same discipline I bring to my business?”
- “Am I overlooking any huge financial risks?”
Or if you’re looking to upgrade your financial advice, you’re in the right place.
There’s something you need to know about financial advisors.
There are two types of financial advisors:
- Market-driven advisors
- Behavior-driven advisors
Market-driven advisors insist that you can and should beat the market. But to beat the market, you need a crystal ball — often disguised as “proprietary research” — that can predict where the market is headed.
These advisors apparently never heard Warren Buffett famously say, “stop trying to predict the direction of the stock market, the economy or elections.”
Behavior-driven advisors, including yours truly, focus instead on what you can control — knowing your goals, designing a portfolio to pursue those goals, and keeping your emotions in check throughout market cycles.
We coach you to make smarter decisions and avoid expensive mistakes.
The 5 Golden Rules to Build Lasting Wealth
I help entrepreneurs work toward achieving long-term financial security, retiring comfortably, paying for their kids’ college educations, and creating the life they have always wanted for their families.We did all that by following five simple rules:
- Focus on your behavior, not the market’s behavior. The market always has been and always will be unpredictable. Successful investors don’t pretend to understand where the market is headed. They build a financial plan that will keep them on track in any market. Then they stick to it.
- Think long term, ignore everything else. Can’t stomach the markets ups and downs? The secret to playing the long game is ignoring short term fluctuations (that means not watching CNBC or compulsively checking stock prices on your phone) so you can stay focused on your long term goals.
- Be an owner, not a loaner. Who made all the money in your business? You or the bank? The real market gains are for stockholders, not bondholders. To maximize your portfolio’s long term growth, you need a heavy bias towards holding equity.
- Invest in businesses, don’t bet on stocks. Don’t trust your nest egg to a handful of individual stocks that may or may not go the distance. Instead, invest in a broad group of diversified businesses.
- Build a financial plan, not just a portfolio. If all you have is a portfolio with no roadmap, you’re unlikely to reach your destination. Your plan should dictate your portfolio, not the other way around.
The rules aren’t worth much on paper. They’ll only make a difference if you consistently put them to work — year after year — no matter what the market throws your way. But that’s easier said than done.
When it’s your money at stake, it’s difficult to make rational decisions. That’s why you need a financial planner who can coach you to make the right decisions when it’s really easy to make the wrong ones.
I can simplify your financial situation so you can move forward with confidence.
My name is Bill Hammer, Jr. — Certified Financial Planner™ and President & CEO of Hammer Wealth Group.
I work almost exclusively with successful entrepreneurs. The kind of people who have had massive success in their businesses and want to translate that success into long term financial security for their families.
I wrote the book on what separates amateur investors from successful investors — The 7 Secrets of Extraordinary Investors (Morgan James Publishing, 2012) — which received high praise from John C. Bogle, Founder of The Vanguard Group.
I’m also frequently quoted as an investment and wealth management expert for major media outlets like CNBC, Wall Street Journal, Dow Jones, Fox Business, Kiplinger, Trusts and Estates Magazine, On Wall Street, Financial Advisor Magazine, The Franklin Prosperity Report, Chicago Tribune, and Newsday.
Oh yeah, and I won two Grammy awards as a conductor (Best Classical Album, Best Choral Performance) at age of 25.
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