The Financial Coaching Group

Solving the Investment Problem

Let’s be real honest: Investment success is not about skill. Investing is a people problem, not a portfolio problem.

It is not about having more technology, or a huge research staff traveling the world looking for next hottest stock or mutual fund.

Investment success is about behaving correctly. Despite knowing better, we make the same mistake of buying high and selling low over and over again. We like to “time” the market and use past performance as a means of picking future investment winners. That is a huge problem and we think we’ve found the solution.

Because we focus on solving the investment problem, we don’t have time to sell worthless financial plans, be as entertaining as all the cable financial news shows, or produce slick sales material. If you want that stuff this is not the place for you.

The Financial Coaching Group’s philosophy is based on Nobel-Prize research and 50+ years of academic studies. Our desire is for each client to have a successful investing experience and true peace of mind with their money.

If this sounds interesting, read on…

We ask you a series of questions, you ask us important questions, and together we can determine if our investing solution meets your needs. It’s that simple.

We provide unique, academically sound investment solutions to personal investors and business owners with retirement plans. Our commitment to the Free Market approach to investing makes our strategies vastly different from the typical retail approach.

  • The Financial Coaching Group is a Registered Investment Advisor, licensed and regulated by the SEC. The “FCG” works throughout California to provide institutional-grade portfolio management and investment management services to individuals, families, retirement plans, insurance companies, CPAs, attorneys, and institutions.
  • We are established to serve the needs of investors by providing quality investment services delivered through experienced financial coaching.
  • We utilize Free Market Investing strategies based on Nobel Prize-winning economic theories.
  • This disciplined approach to lifelong investing provides our clients with the academic foundation upon which to achieve peace of mind regarding investments.
  • We achieve this by investing in globally diversified portfolio of low-cost, institutional asset class funds, selected for your specific risk tolerance and circumstances.
  • We choose asset classes based on low correlation to each other so that they are less likely to move in tandem. This strategy provides better diversification as asset classes move in opposite cycles with the objective that losses in one asset class may be offset with simultaneous gains in other asset classes. Less cost for you, potentially better returns in your pocket.

  • INVESTOR COACH:
    Successful Wealth Manager and Personal Financial Coach since 1998
  • REGISTERED INVESTMENT ADVISOR:
    Mike has taught thousands of individuals as well as businesses throughout many states about financial and insurance planning.
  • KNOWLEDGEABLE:
    Michael excels in coaching clients to understand how investments work and how prudent investing is accomplished through achieving capital market rates of return. He also teaches individuals about investor traps that destroy wealth and how to avoid them.
  • PASSIONATE AND HONEST:
    Michael asks the important questions and listens to the answers so he can help you make the right investment decisions.