What do all of the big ‘faceless’ companies you see in financial services today have in common? Companies like Fidelity, Scwab, Merrill Lynch, UBS, Morgan Stanley, A. G. Edwards, Edward Jones, Ameriprise and Smith Barney. All of them have a “more is better” “transaction-based” business of thousands of accounts.

My business is structured to have an intimate relationship and provide an extremely high level of value and service for a limited clientele. And thanks to today’s technology, we can do to every thing the big firms can! We place a strict limit on the number of clients we serve. We want to take exceptional care of a small number of client members. We also want to have fun with the people we work with. Similar to private country clubs with limited membership.

When you are an Inner Circle client member, you get the attention and care that you would expect. Not only will I be involved with your situation. I have a hand-picked and personally trained team of highly skilled professionals who will always be here to take care of you and your family. Even if something should ever happen to me!

To live up to this commitment, we will STOP accepting new client members – with rare exception - when our current openings are filled, or Dec.31, 2007 Feb. 29, 2008. Whichever comes first!

Committed To Your “Worry-Free Retirement”,

Brian Fricke, CFP
America’s Worry Free Retirement Expert
Top Wealth Manager 2004, 2005, 2006, 2007-Wealth Manager Magazine

P.S. I have extended the deadline for when I will STOP accepting new clients! I had originally planned December 31st, 2007 as the cutoff date. But I’ve learned there are several who just couldn’t get in before years end with all the holiday rush. So, if you’re interested, you need to call and get on our ‘radar screen’. You MUST call before February 29th, 2008! If your too busy right now but want a chance to be included then call now. We don’t HAVE to meet by February 29th but I do need to know you want in!