You Can See Us Now, Or Regret Not Doing So Later

Peter Grandich


Tim Grable, Peter Grandich, Dave Suckey

This blog post is intended for the thousands of subscribers who are “not” clients of our planning group (I very much thank those who are for entrusting us with your finances).

As I approach my 42nd year in and around the financial arena, I come upon two factors that combined together, are IMHO, a “Recipe for disaster”:

  • The biggest financial bubble of all-time.
  • The vast majority of financial planning offered by the financial services industry is DOA (Dead on Arrival).

If you don’t believe there’s a bubble, then I truly can do nothing further for you.

In my book, “Confessions Of A Former Wall Street Whiz Kid”, I discuss in Chapter 12 why traditional financial planning practiced by most is a badly flawed process. I also discuss this in my “Seven Deadly Sins Of Finance”.

I would greatly encourage you to watch the following videos and read the writings of mine below. 

I am both honored and proud to have been part of an alternative to traditional financial planning process team for 25+ years. My business partner that entire time is David Suckey. 

Simply put (despite it being much more than just words), we believe and clearly demonstrate, that managing cash flow properly, not chasing increasing net worth, is the ultimate key to why we believe we succeed where most others fail. I will put our team up against anybody else when it comes to:

  • retirement planning
  • estate planning
  • Exiting business ownership strategies

However, outside of me, no other member is expertise in metals and mining, and are not stock market jockeys.

Therefore, for those who just want a most worthy and 100% trustworthy investment advisor, who’s main focus is on the stock market, we gladly suggest speaking to a former associate of ours, Tim Grable. He and I worked together for  14 years before he went out on his own ten years ago with my blessing. We have no arrangement with Tim, except to know those who want someone who spends much of his time on the stock market, Tim is the man. I also must add, I never worked with anyone more trustworthy and is a great, personal friend.

For metals and mining shares, I only suggest one person, JD Duyck jd@firstsecurities.com.  I go back all the way to the early 1990s with JD, when his firm was my broker-dealer for my own brokerage firm I had. I also have had a personal account with JD since then.

I would welcome discussing this further with you by emailing me at peter@petergrandich.com

My X-page is my main source of communication. I also will be continuing using my YouTube Channel as well. 

Peace Be With You! – Peter Grandich