🎉 First — give yourself a congratulations.
The fact that you’re curious about what’s really happening with your hard-earned, invested money already sets you apart from most physicians.

If you’re like the majority, you handed your money to a financial advisor because you believed (as I once did — yes, I had an advisor in the early 2000s) that they would do a better job investing than you could yourself.

But here’s the truth:

📍 FACT #1: Advisors Rarely “Manage” Your Money

Most advisors simply place your money into a small handful of funds and let it sit there. They do not adjust aggressively when markets shift, and they do not get your money out of harm’s way when a crash comes — because no one can time the market, not advisors, not hedge funds… no one.

-Our coaching program teaches you how to ⭐ protect your portfolio using options, so if the market crashes, your investments remain safeguarded. Most financial advisors either lack a true understanding of options or simply don’t use them for risk management. Instead, they rely on traditional asset allocation — a strategy with significant weaknesses that often fails to protect investors during major downturns.

💸 FACT #2: Many Advisors Use High-Fee Funds

A large portion of advisors put clients into actively-managed mutual funds (usually ending in “X”).
These funds not only underperform low-cost index funds or ETFs…
but the fund fees alone quietly siphon away thousands upon thousands of dollars from your future retirement.

Our program will teach you how to identify good vs. poor-performing funds and stocks, allowing you to make smarter investment choices that compound your wealth at a much greater rate

🧮 FACT #3: Advisor Fees Quietly Drain Your Wealth Every Month

Advisors commonly charge 1%–1.5% every single year for “managing” your money — and what most people don’t realize is this fee is deducted monthly, whether your portfolio goes up or down.
This ongoing fee alone can cost you around 28% of what you could retire with over a 25-year period.

Have you ever heard the ultra-wealthy say that taxes are your greatest expense?
In the investing world, fees are your greatest expense — and we show you how to avoid them altogether.

📉 FACT #4: Almost Nobody Beats a Low-Cost Index Fund Long-Term

Not your advisor.
Not hedge funds.
Not mutual fund managers.

So the real question becomes:

Why pay someone tens or hundreds of thousands of dollars to do what you can do yourself — often with better results — simply by investing in low-cost index funds and eliminating advisor fees altogether?

Furthermore, there are dominant companies that continue to outperform the indexes that most investors should own for the next 15 plus years.

✅ Your Action Step Today

Pull your latest statement and look at what your advisor has you invested in.

If you see funds ending in an “X” → that’s your red flag.
📞 Book a 5-minute call with Brandon and he will show you exactly what hidden fees you’re paying — most physicians are shocked when they finally see it.