Broker Check

3 Gifts Process

Gift 1 ($30 Value)

Copy of Bill Bachrach’s new book, Values-Based Financial Planning

Whether you’re already well-to-do or just beginning to build a nest egg, this book will help you make smart financial choices based on what’s important to you. It uses a five-step approach to help make the process easy and effective.


Gift 2 ($375 Value)

Financial Road Map

Hands-on Consultation and Creation of your Financial Road Map so you can have a clear game plan to pursue your financial goals. The Financial Road Map is yours to keep.


Gift 3 

OWMG’s Market Week Update

Tom Ouellette sends out a weekly re-cap of the current Market situation via e-mail. These updates show major happenings and trends in the Market.

Gifts are offered without obligation.

Investing involves risk including loss of principal.  No strategy assures success or protects against loss.