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democratization of finance

With the Chinese New Year on February 19, we’re reminded that 2015 is the year of the sheep.

But I concur with financial experts Tony Robbins and Elliot Weissbluth that 2015 will be known more popularly as the year of the democratization of finance.

What does the democratization of finance involve? Here are its three core attributes:
(1) Accurate Financial Information

No longer are investors in the dark about what’s going on in the financial world. Every day, more and more unbiased advice becomes available both in print and online, allowing you to make better decisions to help you save for retirement.


(2) Affordable Advice

Technological advancements, including “robo-advisors”, have made affordable financial advice a reality for millions more Americans. You also have more freedom than ever to explore how your advisor is compensated and decide whether it works for you.


(3) All-Inclusive Investor Participation

The best thing about the democratization of finance? It’s available to all investors, including you. No matter how high your net worth, you have access to the information and strategies you need to save for retirement.


Ready to Get Started?

Don’t worry – benefiting from the democratization of finance won’t turn you into a “sheep.” On the contrary, it will distinguish you as a savvy investor who is taking every effort possible to save for retirement.

I founded my company ValueAligned® Partners to contribute to the democratization of finance for investors in Red Bank, New Jersey; Middletown, New Jersey; and across the U.S. If you attended my February 10th seminar in Monmouth County, New Jersey, you’ve already gotten a taste for what I do. To learn even more, read Tony Robbins’ new book: Money: Master the Game.

Contact me at or 732-800-2375 when you’re ready to get started, and don’t forget to sign up for my helpful emails with advice about saving for retirement!


Image Credit: 5demayo | morguefile