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


60 W. Randolph, Suite 237 | Chicago, IL 60601
P.O. Box 788 | LaPorte, IN 46352 |


Lawson Wealth Solutions


Guiding Real Estate Investors
on the ‘TRAIL to Wealth’

“Investing in real estate” is a phrase that conjures a unique image for each person who hears it. Rental properties, restoration and flipping, commercial sites, land development: There seem to be as many ways to invest in property as there are untapped opportunities.

Steve Lawson, founder and principal of Lawson Wealth Solutions, can point to more than 150 ways to diversify and build wealth via real estate investing. A longtime financial planner who previously offered clients both securities and real estate advice, Lawson was eventually forced to choose between the two in light of regulatory changes. …Read More

Castle Wealth Advisors, LLC


Multigenerational, Fee-Only Wealth Management Strategies for Families and Family Businesses

Across the U.S., millions of baby boomers are struggling over what to do with their businesses when they retire. Should they sell? Or is there an interested—and capable—family member to take the reins? Of the roughly 32 million closely held family businesses in the U.S., between 6 and 7 million are owned by baby boomers looking toward retirement, according to Gary Pittsford, CFP®, President and CEO of Castle Wealth Advisors. …Read More

Tillett Financial


The Golden Rule of Financial Management

Preparing for retirement is more challenging than ever. The stock market goes up and down. Politicians debate raising taxes on the rich, while the definition of “rich” keeps changing. The future structure and eventual cost of health care remain unclear. Lifelong, steady employment is no longer assured.

Indiana-based Tillett Financial works with individuals and families from all walks of life to help protect what they have earned and prepare for a comfortable retirement, regardless of …Read More

Financial Planning Consultants


Putting Clients First, Offering Independent, Objective Financial Advice

Comfort was a key component when Mark Dahlenburg started Financial Planning Consultants: his comfort in offering objective, independent advice, and clients’ comfort in knowing he wasn’t out to sell them the product of the week.

Dahlenburg has 30 years in the financial services industry, beginning with a captive company in 1983. Realizing this was not a good fit as the company was constantly pushing products instead of putting the client first, he wanted more freedom to guide clients in ways that were beneficial for them. …Read More

Guardian Wells Financial


Financial Planning Toward a Reliable Retirement Income

A welcome kit for newcomers, 
client appreciation events, phone check-ins from the firm, an ongoing positive experience – 
everyone gets red-carpet treatment 
at Guardian Wells Financial.

Most important is the element designed to keep clients in the black – solid advice about financial instruments – and this is where President Jason P. Hutchins and his team excel. Every day, about 75 people in the Indianapolis metropolitan area retire, and Hutchins is determined to help those who come to him retire with confidence. …Read More

Engelstad Wealth Advisors


Differing Perspectives Allow Firm to Focus on Serving Families

Mike and Jodi Engelstad of Engelstad Wealth Advisors relate to their clients personally. Married for 33 years, this husband-and-wife team understands how each half of a couple can bring a different perspective to investment planning.

“We have the ability to look at financial issues from both a male and a female point of view,” says Mike Engelstad, Certified Financial Planner. “The trend has been that the husband may be more interested in the financial aspect, having enough money to live a certain lifestyle through retirement. …Read More

Creative Financial Designs


For Financial Planning and Implementation, a ‘One-Stop Shop’

Maybe you’re an individual wondering, “Am I planning well for my financial future?” Or maybe you’re a financial adviser asking yourself, “Am I serving my clients at the very highest level?”

“If you’re working with Creative Financial Designs or its sibling company cfd Investments®, the answer in both cases is ‘Yes,’ ” says Brent A. Owens, president. “As our business’s motto says, ‘You gotta have a plan,’ and we help you create it and put it to work.” …Read More

Gagne Wealth Management Group


Financial Family Practice

You can draw a parallel between financial health and physical health. In the care of an experienced practitioner, better outcomes are likely.

It is therefore telling that so many doctors and physicians have their portfolios with the advisors at Gagne Wealth Management Group. As Raymond James financial advisors, the mother-and-son partnership focuses on providing the most appropriate financial advice to high-net-worth clients. Jay Gagne and mother Paula Gagne, senior financial advisor, apply nearly five decades of combined experience – and a partnership of 18 …Read More

Reynolds Wealth Management


Philosophy Over Process


If there’s one thing Greg Reynolds has learned over 14 years in the financial services industry, it’s that no two clients are alike. Each individual and business client has unique goals and needs, a distinct time horizon, a specific tolerance for investment risk – even a preferred way of paying for financial services.

This knowledge guides every client relationship at Reynolds Wealth Management. The full-service financial management practice focuses on providing strategies designed to create above-average income streams on a tax-efficient basis for long-term investors. …Read More