Mitchell Levin, MD, CWPP, CAPP, the Financial Physician™, is a Financial Wealth Coach, and is founder and CEO of Levin Wealth Systems, LLC (www.LevinWealthSystems.com) and is Managing Director of Phipps Lane, LLC, (www.PhippsLane.com) a Registered Investment Advisory firm. He is dedicated to “empowering investors to achieve Healthy Investment Returns™ and to build, protect, and preserve your prosperity through your own Financial Fortress”.
Dr. Mitch is an “A” rated Florida State Representative of the Asset Protection Society, and is a member of the Wealth Preservation Institute, the National Association of Professional College Advisors as well as the National Association of College Financial Advisors, and the Financial Planning Association.
Author, speaker, trusted advisor: Dr. Mitch is the co-author on many articles, and several other books (Cover Your Assets; How to Build, Maintain and Protect your Financial Fortress; The Lies My Broker Taught Me; and 101 Truths about Money and Investing; and Secrets if a Worry Free Retirement), and has been featured in several educational CD’s (The Seven Deadly Investor Traps, How the Really Smart Money Invests), and in the acclaimed documentary movie “Navigating the Fog of Investing” along side several Nobel Prize Laureates.
In addition, Mitch is certified in Florida to provide Continuing Professional Education credits to Certified Public Accountants. Some of his speaking engagements include, “The Myths of Investing,” “College Funding Solutions,” “This Time is (Never) Different,” “The Affluent Survival Guide,” “Why Mutual Funds Stink,” “Why Your Insurance Agent is Costing You Tens or Hundreds of Thousands of Dollars,” “How to Prosper in the Reign of Error,” and “Your Asset Protection is Inadequate.”
His clients are nice, affluent successful people, who actually may be furious when they discover — too late — the poor outcomes, outrageous and hidden fees, and unnecessary taxes they have to pay. And the excessive risks they’re taking—that’s another conversation completely. They’re bombarded with mixed, or negative, or outright fear-mongering messages. They sometimes wake up in the middle of the night in a cold sweat. These people feel cheated …(is that too strong a word?).
Some are worried sick about the markets ups and downs… and their futures don’t look so rosy anymore. How to pay for college, retirement, eliminate their mortgage burden. They’re looking for new ideas and don’t know who to turn to.
Still others may be having trouble admitting they’re failing miserably in their investments, trying to pick stocks, or time the markets, or chase mutual fund track records. They would stop, but no one has the guts to provide a viable alternative, to tell them the truth, to tell them they’re wasting time while losing lots of money. They’d have a better chance at the roulette wheel, without the fun.
Is any of this familiar to you, or someone you know?
Mitch’s mission is to “Empower investors to achieve financial fulfillment and peace of mind,” as your “Chief Financial Physician™”. Help stop the financial malpractice and facilitate the cure for financial cancer. Progress from scarcity, losses, fear, and frustration to abundance and peace of mind; Mitch provides a completely independent Financial Second Opinion™.
While in medical school, Mitch was instrumental in setting up the first (and completely student financed) long-term endowment campaign through insurance and derivative products. He was recruited by then Orlando Regional Medical Center to open the first full time eye surgery practice at one of its facilities. The practices grew to several locations with dozens of employees, including several now prominent surgeons. He has lived with his family in Central Florida since 1986, and has been involved professionally in the financial world since 2005.
A small business owner, Mitch has built, grown, bought and sold several other business entities. In addition, he is a successful commercial real estate investor. Dr. Mitch is a major donor to charitable organizations, and has served as an officer on several Boards of Trustees. The knowledge he gained through these experiences contributed to his personal financial success and the ability to pursue his passion of educating and assisting others in their quest for financial freedom. Contact: [email protected]
If you take nothing else from this book, we hope you take away enough motivation (if you need it) to become pro-active: when developing an appropriate and effective investment policy statement; when implementing your investment plan; when trying to protect your assets; when trying to save on income, estate, and capital gains taxes; and when trying to more efficiently and effectively run your business, or your family enterprise; when you plan for transitioning your wealth.
That motivation, along with fortitude (or help from your coach), can allow you to avoid the Big Mistakes that wind up costing loads. It is our intention that you will have discovered for yourself the secrets to building and maintaining your financial fortress. That you find it useful to fulfill your purpose for your money. For control, clarity, comfort, and confidence. In short, for independence and dignity. Through financial freedom.