CMA Wizards| Lifetime Financial Secrets

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THE SECRET TO LIFETIME
FINANCIAL SECURITY

"The Nation's Leading Financial Advisors Reveal How to Turn Your Back on Banks and Wall Street and Take Control of Your Financial Future Today" - Featuring Chris Morris of CMA Wizards.

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About the Book

Have you been doing "all the right things" financially that you've been taught to do, but you haven't achieved the growth or financial security you hoped for? If so, you're not alone.

The typical investor lost 50 percent of their savings – TWICE! – in just one decade. Wall Street and the big banks control the financial system and pad their own pockets at your expense. They're deemed "too big to fail" and get bailed out—an option you don't have.

The system is clearly rigged, so why leave your life savings at their mercy? Instead, discover little-known ways to turn your back on Wall Street and grow and protect your hard-earned dollars. And learn how to fire banks and credit card companies and become your own source of financing.

Between the covers of this book, the nation's best and brightest financial advisors show you how to stop worrying about the next market crash and achieve the financial security and peace of mind you deserve.

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Excerpt from Chris's Chapter in "Lifetime Financial Secrets"

MANAGING RISK ONE BUCKET AT A TIME

When I was growing up, I lived next door to my grandfather, Dee, who was a builder. I dated a beautiful girl named Jennifer, whose dad was a wealthy builder, and one of my good friends, Steve, was the son of perhaps the wealthiest builder in Maryland in the 1970s. I didn’t have to wonder why they were so wealthy and Dee wasn’t. They told me their secret was borrowing from banks, so I took this secret to Dee.

Well, Dee wasn’t impressed. He told me that banks make you bankrupt. He told me the real secret was to take the profit from the house you built and sold, put half of it into a savings account, and use the rest to live on until you built the next house. Not realizing the importance of his advice, I went away to college, and when I returned the next summer, I decided to call on Jennifer. So I went down the street and knocked on her door. Some strange woman answered and I asked, “Are you the maid?” She looked miffed. It turned out Jennifer’s dad had gone bankrupt while I was at college. I couldn’t believe it...

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Chris Morris and all the other experts in this book hold "the secret" to achieving lifetime financial success.

CMA Financial Services’ mission is to serve and work for the client. We offer “tactical asset allocation” and the three bucket system as part of our services. Our comprehensive financial services also include: money management, estate planning, insurance, tax preparation and tax planning. Our firm was founded on the highest ethical standards and puts every client’s success first. Our goal is not to sell but to help our clients achieve their goals for reasons that are important to them. Aligning our clients’ goals with their most deeply-held values allows us to guide them on a path that ensures their future success and happiness.

We guide our clients along the path to achieving their goals for reasons that are important to them. We bring this team together to offer comprehensive, coordinated and consolidated advice to each client. The greatest reward we receive is when our clients achieve all of their goals for reasons that are important to them.

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