Dee Mosier’s Financial Straight Talk


Factual, Clear, Understandable – Bringing People the Working Realities of Financial Life

Americans need a reality check.  Roughly 75 percent have “positive perceptions” of their financial knowledge and math skills. But when FINRA’s* investor education foundation compiled five financial literacy questions, only 14 percent of respondents answered them correctly.

It’s All About Financial Education
Financial Straight Talk’s goal is to turn people’s positive perceptions into positive realities. The firm empowers individuals to make sound fiscal decisions by delivering financial literacy messages to them through print, television and social media.

Dee Mosier is a former veteran of the financial world.  She rose to leadership and officer positions with various financial companies before becoming one of the first women in the U.S. to begin her own securities broker/dealer firm in 1986.  She was also a professor at Columbia College, Chicago, teaching and developing curricula for a number of business courses, including investments.

Coming Soon: ‘Financial Boot Camp’
Dee’s prior experience as a television producer and host of a financial show has taken her around the world, giving her firsthand knowledge of foreign markets and global business leaders. Today, in addition to making guest appearances on American TV as a financial expert, she reaches thousands of people through her website, through social media and via her YouTube channel, where she connects with people in 126 countries. A new weekly 30-minute television show – Financial Boot Camp – uses easy-to-understand language to empower people in making positive financial decisions. Look for it soon on Family Entertainment Television (FETV).

Public speaking and publishing are other avenues Financial Straight Talk uses to serve people. Dee has spoken to such groups as the Beijing School of Broadcasting, the producers at CCTV and various chapters of the American Chamber of Commerce around the world. And her book, Financial Straight Talk: Road to Retirement, is “176 pages that will change your life,” she says.

Dee put her extensive experience to work by creating Financial Straight Talk Foundation, to promote financial literacy, deliver financial education through curricula and social media, and help people make the important step from perception to working financial reality.

* FINRA: Financial Industry Regulatory Authority


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P.O. Box 788 | LaPorte, IN 46352 |


360 Financial Group


Is Your Portfolio Retirement-Ready?

Today’s retirees and pre-retirees are navigating a treacherous financial planning environment. Headlines are filled with ominous warnings of Recessions, Record National Debt and Runaway Spending … all with the potential to derail retirement plans. “At an alarmingly rapid rate, American workers are losing confidence in their ability to retire comfortably,” says investment advisor representative James R. Dischert, RFC. “The skepticism has only increased in the last few years, and people are leery of the markets.”

In light of the uncertainty, a new …Read More



A Clear Emphasis: 
Working Only in the Client’s Best Interests

Lawrence J. Lazar, CFM knows the value of reputation. It hit home at a time when scandal began to shake the financial industry.

He realized that people might view his approach to financial advice as the same as that of his employer – even though he had always worked in his clients’ best interests. “The company I work for has really nothing to do with the way I conduct my business,” says Lazar. “My loyalty has always been to the client. My 100 percent commitment is to do what’s best for the client.”

To keep that commitment clear, he …Read More

Goodworth Kitchie & Associates, LLC


Financial Strategies for Today and Tomorrow

Planning for retirement has never been easy, but it is especially challenging in today’s uncertain economic climate. Increasingly, affluent individuals are finding themselves a popular target 
of politicians demanding higher taxes, leaving many to wonder about the safest ways to invest and protect their money.

From managed asset plans to investment portfolios, estate plans, 401(k) plans, individual stocks and much more, nobody knows more about seizing opportunities and avoiding potential pitfalls than Goodworth Kitchie & Associates. …Read More

Barry L. Finkelstein, New York Life


Helping Clients Prepare for Life’s Inevitable Changes With Insight and Compassion
Barry L. Finkelstein, Ph.D., MSFS, CFP®, CLU®
New York Life


It doesn’t take a Ph.D. to know that changes and challenges are an inevitable part of every life.

But Barry Finkelstein believes his advanced studies and extensive reading in literature, philosophy and religion ­— along with 35 years in the insurance and financial services business — have given him unique insights into the human condition and deep compassion for his clients and their concerns. …Read More

OnPath Financial, LLC


Financial Planning Wisdom in Real Time

Millions of people suffered devastating financial losses during the market meltdown of 2008-2009. But for some investors, the crash turned out to be the best thing that could have happened to them. “For some of our clients, it was the best buying opportunity we’ll probably see in a long time,” says 
Daniel S. Tresemer, CFP®, co-founder and managing partner of OnPath Financial, LLC, in St. Charles, Ill.

Tresemer credits OnPath’s sophisticated financial planning and wealth management software, WealthVision, which updates each …Read More

HighPoint Planning Partners


Fostering Individualized Client Service Through 
a Unique Open-Architecture RIA

HighPoint Planning Partners has sought to create a unique open-architecture Registered Investment Advisor (RIA) model offering myriad opportunities to independent advisors, and in turn, to their clients.

Though the company is still in its youth, Brad Schaffnit, Principal, has been in the industry for more than a decade, and in that time, he has observed an inherent need among advisors in the captive environment to find a more open platform on which to build their advisory businesses.  In that regard, …Read More

Gummow Wealth Advisory Group of Wells Fargo Advisors


Retirees Brace for Change, 
Look for Personalized Services

Despite unprecedented market volatility, one group of investors is unusually confident about their life plans. When asked, 91 percent of Wells Fargo Advisor clients said they believe they will be able to retire on their own terms and 92 percent agree their plan provides the guidance they need to succeed financially.*

Bradley Gummow, a 30-year veteran of the financial services industry and Managing Director – Investment Officer, PIM Portfolio Manager of Gummow Wealth Advisory Group of Wells Fargo, transitioned his national practice to Wells Fargo Advisors in late 2012 …Read More

Caldera Investment Group

Innovative Thinking Uncovers Opportunities for Profit in Volatile Marketplace

As the investment industry media declare prolonged volatility the “new normal,” an innovative breed of thought leaders is proving investors can be profitable in both rising and falling markets. “Conventional thinking leaves investors susceptible to portfolio volatility, something we think can be avoided through trading adaptively. A sustainable strategy characterized by a long/short allocation that constantly undergoes sophisticated analysis and rebalancing of positions makes it possible to perform well regardless of the environment,” explains Neal Goyal, President and Chief Investment Officer of Caldera Investment Group (CIG). …Read More

The Evanston Group

Matching Experts to Companies’ Complex Projects

Let’s say your company has a project in mind. It will be a complex game changer, and the investment is scaring some while the ROI is exciting others. You need a strong program director with targeted subject matter expertise to run this venture. You don’t have that expert, but The Evanston Group does.

The Evanston Group serves client corporations by identifying exactly the right highly specialized professionals for interim placement on a client’s project. “We’re their channel for high-end or hard-to-find consultants for emerging technologies or advancements,” says Kay Anderson, president and CEO. “We are usually on the leading edge of transformation 
or innovation.” …Read More