- Owning an investment portfolio that provides an income for life.
- Achieving the five goals by managing the seven areas of money.
How are you doing?
Measure your progress with The Bluestone Hierarchy.
We’ve spent the past three decades thinking about how people can successfully invest and achieve their financial goals. Our research led us to a winning success formula that we illustrate with just four simple schematics:
Put these four schematics together and you have a simple, practical, and powerful answer to “How to Be Rich”.
You can read all about it in our booklet “How To Be Rich”, free on our website, or just ask us for a copy.
This is exciting. This is what gets us up in the morning. Imagine. We really do have an answer to “how to be rich”. And together we can show our loved ones how to be rich.
This memo was prepared solely by Terry and Patty Rempel who are registered representatives of FundEX (a member of the Mutual Funds Dealers Association of Canada and the MFDA Investor Protection Corporation). The views and opinions, including any recommendations, expressed in this memo are those of Terry and Patty Rempel. Bluestone Financial is a personal trade name of Terry and Patty Rempel.