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Welcome to the Peaceful Wealth Radio Hour for Saturday, July 18, 2009.  In today’s show, R. Scott Maxwell, MBA, wealth and income solutions expert at Talis Advisors and recently named a Five Star Wealth Manager: Best in Client Satisfaction for the Dallas/Fort Worth area by Texas Monthly magazine and Brent Everett, Chief Investment Officer at Talis Advisors:

1. Uncover the three key elements to creating your personal investment plan
2. Discuss how you can discover your personal investment comfort level using an online tool they will provide at no charge to you
3. Outline a guaranteed income planning process that allows you to create streams of income for each stage of your retirement
4. Uncover the truth about Life Settlements and outline five fundamental flaws you must understand before you consider investing in Life Settlements
5. Detail safe alternatives you can employ to achieve similar benefits without the risk and baggage that define Life Settlements
6. Develop the five essential elements of an investment growth plan  and the action steps necessary to implement your plan to achieve your lifelong goals and objectives
7. Revisit the importance of a Trusted Advisor relationship, how it differs from the experience most investors encounter, and what the Chairman and Chief Executive Officer of the Financial Industry Regulatory Authority has to say about the failings of the brokerage industry
8. Scott and Brent also encourage listeners to contact them for a no-obligation “second opinion” review of your current investment strategy designed to provide you with clarity and a balanced analysis so you can be sure you are on the road to Peaceful Wealth.

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