Contact Information

Boca Raton , FL

Meets Virtually:

Meets In-Person:

Accepting New Clients:

About Me

Clients may access my financial advice on three different levels.

-They can find generalized discussion about biotech stocks or dividend stocks on either of my two blogs, sickeconomics.com or sickdividends.com.

This is a free educational resource for the general investing public.

-They can purchase my five books on various investing topics on Amazon

https://www.amazon.com/stores/author/B089G65PY4

(Under the pen name, "The Sick Economist).

-Or, they can consult with me directly on an hourly, monthly or quarterly basis.

I always encourage my clients to read my research for free before deciding if I am the right advisor for them.

I have been a successful investor for more than 25 years, an award winning medical salesperson, an entrepreneur, and financial author. I offer additional expertise for people interested in the FIRE Movement, expats, entrepreneurs, and anyone who has taken "the road less traveled" in life.

Fee Models
  • Annual:

    $2,918/yr

  • One Time Fee:

    $918

  • Hourly:

    $300/hr

*Fees are subject to change. Contact this advisor for their most up to date fees.

Ideal Clients
  • FIRE

  • Business Owners

  • Expats/Living Abroad

  • High Earners ($250k - $500k)

  • Divorced Individuals

Areas Of Specialization
  • Investments

  • Career Planning

  • Insurance

  • Tax Strategies

  • Long-term Care

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.