In this Special Report:

• Learn just how different your mindset is than most Americans and why this has created a problem for you that could turn into thebiggest financial opportunity of your lifetime
• See for yourself exactly why the Financial Services Industry has come to be an “Expensive Adult Day Care”for most American’s investment dollars & why these “conventional industry” avenues simply won’t cut it for your high economic ambitions for the future
• Witness first-hand the most “time-tested” successful model for investing that has helped the wealthiest families in the world grow and maintain their wealth through any economy, market cycle, trend or downturn
• Meet the local investors who are experiencing the direct benefits of implementing sound financial management principles into practice and see precisely how they are doing it!

THE #1 QUESTION INVESTORS NATIONWIDE SHOULD BE ASKING THEMSELVES…
“Are My Investment Dollars Funding Real Economic Growth and Production in My Local Community
OR Funding the Destruction of My Own Economic Value Structure?”

A small group of enlightened Americans are beginning to pay serious attention to an observable, dangerous pattern found in the limitations of basic financial services industry products and investments. These programs are among many that Americans have been depending on for years, such as stock mutual funds, corporate bonds, fixed and variable annuities, money markets and bank CD’s.

Whether it’s because…

1. The bottom of these investments can drop out in a matter of days or
2. The returns are well below the rate of inflation or
3. 2% annual fees are draining their performance…

*Investors are waking up some to startling realities they’ve been avoiding for years.

What is seen clearly today by nearly anyone paying attention is a disturbing cycle of unnecessary risk factors arising from widespread market manipulation, investor speculation, unpredictable U.S. monetary policy, and of course, the new “X” factor – Uncle Sam’s new partnership with the private sector and all the unknowns that come with it. These uncontrollable variables combined with the major limitations of financial services industry products are leading intelligent investors to the same recurring conclusion:

And while this is NOT a major concern for most Americans who believe it is someone else’s responsibility to manage their money, it is a major concern for this small group of Americans who have decided their future destiny will not be left in the hands of corporate bureaucrats and government officials.

You see, these ambitious Americans and their families have significant plans for the future. Some are striving to invest large financial resources into philanthropic ventures like churches, mission’s projects and/or schools while others are passionate about actively investing their time and money into building infrastructure for third world countries, developing mentorship programs for young local entrepreneurs or even constructing their own teaching systems through workshops and books in an attempt to share with the world what their experience-rich lives have taught them. And the central theme of these responsible “stewards” is a common objective of purposeful legacy building that comes from their desire to give back and invest their time and resources in making their world a better place.

These visionaries recognize that regardless of (1) what the goal is, (2) it’s particular “size or scope” or (3) the time sensitivity of it, they know the success of their future plans demand both major fiscal responsibility and requires a mindset towards investing that’s just…uncommon.

For example…

• These responsible Americans know there is no one to blame for their life circumstances.
• They know they are the chief portfolio manager for their investments and “the buck stops with them”.
• They know the more financial responsibility they abdicate, the more control they give up.
• They know that without healthy controls over their money, they cannot truly be free.
• They also know that because they do accept full responsibility for their investments, their preferred investment vehicles will be very different than most of society’s.

And perhaps most importantly, because of this different approach towards life, the source from which they gain their investment information will also have to be different than what’ s commonly found in the news media and from most financial planners.

To further illustrate this major ideological difference between responsible and irresponsible investors, consider this…

In the last few years, Millions of Americans have witnessed first hand the major breakdown in the U.S. Financial System and Wall Street. Retirement account values in America have been eminent with risk and falling values. These once trusted investment havens have now become part of a growing retirement nightmare for many Americans as their confidence continues to wane.

These systems most Americans have grown to depend on for their future prosperity have simply become unreliable and lack even the most basic levels of common sense. If there were days when these industry investments were truly “win-win” for everyone involved including transparency, great returns, risk management and trusted relationships – these days are now gone.

However, in spite of all the evidence and their own lack of confidence in the system, most American’s long-term strategy will remain exactly the same. Their investment partners, in banking and financial services will continue to offer menus full of wonderful options that will have investor patronage back in full swing in no time at all.

What will the message sound like that will successfully convince average investors to “turn their head the other way” to facts, evidence, common sense and even forget about their 40% losses in only months? I’ve attached a copy of the subliminal sales presentation below that has been highly effective at convincing average investors to “not worry so much” about their investment portfolio.

While most will accept this letter without thinking of its true implications and continue supporting the broken system it represents, wise investors will continue seeking out solutions that provide exactly what they are looking for…

• Investments that give them real confidence that their money is growing, not dying
• Investments that provide a great upside potential
• Investments that allow them to truly manage their risk effectively
• Investments that provide them transparency and the ability to be heard in decision making processes
• Investments that are part of a leadership approach to “sewing” good economic seeds in the economy, not bad ones.

Unfortunately, these types of investments are neither common nor mainstream and if one was looking for them through traditional mediums, they would be in for a big disappointment.

These concerned investors of today are now turning back the pages in the history book to “traditional investment wisdom” for guidance on how to wisely position their investments in a variety of economic scenarios – because let’s face it – some families have passed their wealth on for generations and have seen it grow ten-fold while others have simply lost it through what “experts” call “unavoidable market cycles”. Throughout the ages, the many who have seen their money “vanish” over time persist on calling the successful ones “lucky” while the multi-generational wealth builders humbly state it was a strategy based on common sense and economics that help them build a legacy and preserve it.

Which would you prefer to believe?

And while these educated investors are building their strategies and safe havens, they are also tuning out “mediocre information” by choosing to disregard the “conventional industry wisdom” being propagated by the media and the financial services industry that has caused so much investor risk, loss and uncertainty. In other words, they are turning off their TV’s from the biased financial news shows and forming new alliances and relationships that can provide the answers and information they need to be equipped and empowered towards reaching their goals.

After hundreds of hours of interviews and research, it has become ultra clear that the answers to how best position financial assets today are found more in the principles of local economic responsibility, good management practices and a spirit of benevolence rather than in the lackadaisical attitude that is now permeating the majority of the American investment community.

In this next section, we’ll identify how this American apathy towards financial management has literally influenced and financed the creation of a global financial system that is draining both investor performance and the life-blood of healthy, local economic growth.

The American Investment Story of Today in a Snapshot:

The Best of Intentions Producing the Most Undesirable Results

If we were to take a poll of investing Americans, it would be hard to find a good-natured citizen who would want to harm society with their investment dollars. It would be equally difficult to find one that would suggest they enjoy losing money. But unfortunately, the facts prove that Americans are failing miserably in their financial influence and their portfolios are severely being downsized by what “experts” say are “unavoidable, unpredictable, unforeseeable” market cycles and bubbles. And after taking a closer look, we discover that American’s failing financial influence and their meager portfolio returns may actually be correlated to each other. But how can that be?

Well, it seems that because most Americans have taken a “hands-off” approach to their investments, they have accidentally allowed an industry to decide what’s best for them. As a result, the investment industry began creating investments that:

1. Put the industry in control, not the investor
2. Put the industry in a safe position while asking investors to bear most of the risk
3. Ensured the industry’s profitability while leaving investor’s retirement accounts to chance

While some today blame the financial services industry for their unscrupulous behavior and poor investment opportunities, it’s essential to understand two key factors before coming to any final conclusions:

1. The industry and its participating companies exercised their free market rights to build products in order to make themselves and their shareholders a profit. They did not “owe” the American public anything and moreover, the American public has the right to say “no” (at least in this industry) to products that don’t fit their goals. (We don’t sit around and complain that companies like Neiman Marcus sell T-shirts for $400; we simply go somewhere else to buy our $15 T-shirts)
2. Americans have absolutely contributed to this problem by giving these companies permission to exist by funding all their programs and looking nowhere else for opportunities.

Many Americans would probably admit to being frustrated on some level about social, cultural and moral issues and trends that are happening in this country. In fact, most Americans aren’t shy at all about their viewpoints and in the process of sharing or persuading others to “see the light”, popular scapegoats always seem to come up in the conversation – the media, big business and, of course, the politicians.

And yet, every year when Americans sit down to decide where their 401(k), savings and other retirement accounts should be invested, we find a startling, uniform discovery…

Just look at these everyday examples of outright permission and support…

• Many Americans are upset with ridiculous bank fees, programs and surcharges and yet they continue to hand money over religiously through their deposits and savings accounts without demanding change.
• Many Americans are tired of only getting paid 2% on their bank investment while they are being charged 7% or more on money they borrow but instead of taking a principled stand and investing elsewhere – they continue to buy the bank’s CD’s.
• Many Americans are sick over certain big pharmaceutical companies and their questionable business practices and yet we find these same Americans pump billions into this industry via their mutual funds every year.
• Many Americans would say they vehemently disagree with third world child labor abuses and sweat shops and yet these Americans continue to finance multi-national corporations through their variable annuities.
• Many Americans are frustrated with the direction of U.S. political climate and yet they are buying U.S. Treasuries by the billions and further financing a system they claim to disagree with.

And perhaps most noticeable of them all…

• Most Americans would say they agree that economic success in their own backyard (state and local economy) is a major priority and yet these same “community proponents” will send their investment dollars to a small back alley business in Malaysia through their mutual fund but haven’t even considered the idea of a “local” investment that bears fruit in their own hometown.

Back in the colonial days before this wave of super-technology and complex world infrastructure that created globalization, the topic of investing was viewed very differently. A man’s honesty and integrity helped him build a much-respected reputation amongst his local community. Reputation was everything – it gave a man his dignity and honor.

The whereabouts of his investment dollars were nothing less than an extension of his will for the common man and the expression of his beliefs and principles through careful selection of worthy projects – and of course, he was paid nicely as an investor for being the chief financier of these community organizations. He recognized his dollars could go anywhere but why outside his primary domain of influence? His “local mindset” had the townspeople calling him “a true philanthropist” in the purest sense and he could walk away from these projects with a lot more than just a pocket full of money, he could actually sleep at night knowing he did the right thing.

In stark contrast, most Americans of today have become completely financially disconnected from their political and moral viewpoints and as a consequence, their “will” for the way the world operates is a voice that has been all but “hushed” and delegated to a few in Washington D.C. and New York City.

Too many investors today blindly dispatch their money based on the eloquent words, nice suits and endless sea of promises offered by an industry that was built first to make a profit – and not to help investors build multi-generational wealth.

Small groups of local investors nationwide are banding together to share ideas and strategies for how to regain their local influence and begin playing an important role in their investment prosperity and the progress of their communities.

The next part of this report unveils a time-tested belief system towards successfully addressing your investment dollars. The strategies discussed are filled with principles of longevity and come straight from those building wealth the right way.

In this next and final section, you’ll learn…

Socially Responsible Investing as a Solution in the 21st Century

“If You Want to Vote on Something, Throw Away Your Ballot and Pull Out Your Wallet”

• Did you know the “world’s system” of commerce is only supported by the loyal patrons who send their hard earned dollars to it?
• Did you know the #1 way to influence the causes you most believe in is through your daily investments and spending patterns?

Catherine Austin Fitts:

Meet Catherine Austin Fitts of Solari Investments, perhaps the leading advocate for inspiring investors to bridge their moral/ethical values and their investment dollars into a powerhouse of economic influence. She calls these investors “Socially Responsible” and says they are casting strong economic votes into the economy with their investments. Catherine is the former Assistant Secretary of Housing under the Clinton Administration and now the current CEO of Solari Investments. Catherine’ s message is simple, yet extraordinary.

Catherine says people who think locally and in terms of sound economics can produce a “Total Economic Return” for their portfolio and society.

A “Total Economic Return” recognizes not only the interest earned or equity earned from the investment but also the visible and valued contribution to society/community as a result of the investment.

TER =
Interest and Equity Earned + Visible Results in Local Economy

Catherine also inspires investors to ask uncommon questions that establish a model of “Social Criteria”…

• How will my investment affect both the growth of the national and local economy?
• Is my investment “Synergistic” or “Parasitic” to real economic growth?
• Will it help or hinder local businesses providing valuable goods & services?
• How will it affect local employment in the community?
• Do my investments support sound values & principles in every way possible?

The Heart of Socially Responsible Investing:
A Partnership of Like Minds & Values Between the Investor and the Local Entrepreneur

The major pillar that supports S.R.I. is the professional relationship between two parties:

1. The investor wanting to earn a healthy return on their dollars by providing funding for projects that impact solid economic growth for the local economy
2. The business entrepreneur with a sound business plan that aims to serve all of its stakeholders including clients, employees and investors

Let’s think about it. Every “investment opportunity” is really just an opportunity to invest money into a business model that serves a client base with a valuable good or service. And of course, every business model is run by a business. At the top of any business, sits the entrepreneur, his leadership team and their shared vision for preeminent client service and profitability.

So, to put it into simple terms, the execution of a Socially Responsible Investment is merely just a fulfilled agreement or contract with “win-win” terms and conditions for all parties involved, that further the business’s ability to serve its end client while providing the investor an excellent means to maximize his returns and successfully mitigate his risk and as a healthy by-product, the local community is far better off because of the partnership.

As I stated before, this message is not for most people, just the people of excellence who feel they are here on Earth for a reason – to inspire positive change with a core value structure.

Just take a look a look at the amazing impact our clients are having on our local economy here in Lakeland, FL with the purposeful direction of their investment dollars.

Our Socially Responsible Clients in Action

Local Professionals Leading the Way in Socially Responsible Investing…

How a Successful Auburndale Attorney Decided to Take Back Control of His Investment Dollars & Tackle Affordable Housing Solutions for Polk County, Florida (Trustee One Solutions, LLC)

Whoever coined the phrase, “Nice guys finish last” is probably stuck in the same era that created it. In a seemingly “dog eat dog” world, there still seems to be major rewards for those willing to go extraordinary lengths to help people. In fact, it looks at though benevolence pays – BIGTIME. And not just for the worthy cause but the investor’s pocket book as well.

Meet Billy Ready, a very reliable and sought after attorney in Auburndale, FL. He is an expert in the areas of contract law & eminent domain and has been helping clients in private practice for many years.

After discussing and agreeing on our shared vision for providing affordable housing in our local community, Billy decided to partner with one of my companies in providing an affordable housing solution to middle income families in Lakeland, Florida. With Billy’s investment, we were able to:

• Purchase a foreclosure from a bank that needed the asset off its balance sheet
• Renovate the property to a beautiful condition for an end buyer who did a short term lease-option program where they could rent the property before buying it from us
• We then sold the property including paying all closing costs to our end buyer at a below market price

When the deal was done and Billy and I collaborated and we assessed the real economic value of his investment:

• *He helped a bank sell an asset so it could turn around and loan that money to consumers
• *He helped improve the quality of the neighborhood by bringing the house up to nice condition
• *He helped the buyer get into a nice home in a nice neighborhood that they couldn’t have other wise without the help of our creative program
• *Through the renovation work, we employed over 22 local workers including contractors, realtors, and title agents.

Through the program, we were able to offer Billy a 9%, collateralized return for several months and a nice back end bonus when we sold the property. Billy’s annual return on investment was just over 19% on this project!

“I like the security of the agreement that Zach and I made together and the upside potential when the house sold. And the fact that it helped a young woman get into a home was a nice bonus!”
– Billy Ready, PA

Meet a Lakeland C.P.A. and His Wife Who Says, “You Just Can’t Beat the Socially Responsible Concept – Period”.

Doug Rollins, a Lakeland Resident and Sought-After CPA in Auburndale came across the concept through Billy Ready, PA.Doug was a fiduciary to Mr. Ready for his personal investment funds and watched every step of the process unfold as Mr. Ready launched his finances into the community.

“I was quite impressed with how well put together the business plan was – from every conceivable angle. From the market segment it served, what it did for the community and how it protected me as a partner. It was easy to see how a concept like this has a great chance for success for everyone involved.”

Doug and his benevolence have been able to help multiple families through providing custom homes to FHA qualified retail buyers and rent-to-own programs to families who need time to build their credit.

“We would much rather see our money doing good things for the community and helping people than we would hand it over to someone we don’t even know that works 2,000 miles away where we don’t really have any control over our investment anyway.” – Doug and Carole Rollins, Lakeland, FL

If You’re Not Sold Out to a Dream With Your Investments, Maybe It’s Time To Chart a Different Course!

If you’re tired of making meager investment returns in “safe investments” that are about as compelling as the silly TV programs that promote them – I feel your pain.

If you’ve decided that you’ll park your money under a mattress before you’ll hand it over to some slick talking Wall Street Pro you don’t really trust – I think you’re a genius.

If you’ve come to the realization that your financial behavior plays a key role in the state of the economy and your local community – I know you’re in the top 1% of investors.

If you’re not releasing your money to anyone or any cause that isn’t something that will bring joy and significance to your life – I know you live by principles and values

If the very top of your investment criteria is “Win-Win” where you make it a condition that all parties must win or you’re not participating – I know you have mountains of character

If you see yourself as willing, equipped and able to demonstrate leadership with your investment dollars and make it a priority to begin financing “free market solutions” to the problems that plague our great country – You inspire hope for all of us

If you are ready to catapult your financial influence into the community and begin working with like minded professionals that share your values…

I WANT TO PARTNER WITH YOU!

I know first hand the challenges most investors face today and the difficulties in finding trustworthy companies to partner with. That is why we have set out to be the preeminent partner in Polk County, FL to provide easy to understand, Socially Responsible Investment Opportunity Partnership Programs (SRIOPP) to help fulfill the deepest desires of our investor clients.

“But I don’t really know you, Zach!”

“If I’m going to consider discussing my investment plans for the future or investing with one of your companies, I need more info about you, like…”

• “What kind of person are you?”
• “Where are you from?”
• “What life experiences have shaped who you are today?”
• “Why has this become such a passion at such an early point in your life?”
• “What knowledge and experience do you have?”
• “What professional accolades and credentials make you trustworthy to partner with?”
• “What results are you getting for your clients?”

I couldn’t agree more and these are fantastic questions. In fact, I get asked them so much I decided to go ahead and share my story with you above in the link titled “Zach’s Story“. Here you will have the chance to get to know me and how my life has evolved and put me in an amazing position to reach out to investors like you! Who I am, where I’m from and where I am going in life. Hopefully, you’ll see my passion and enthusiasm for serving my family of clients!

And of course, my greatest desire is to meet you in person and begin building a relationship!

Congratulations on a New Beginning!

Zach Schlobohm