Dale Hershman
Fee Structures
Annual
$2,918/yr
One-time
$918
Hourly
$300/hr

About Me

Clients may access my financial advice on three different levels.

-They can find generalized discussion about biotech stocks or dividend stocks on either of my two blogs, sickeconomics.com or sickdividends.com.

This is a free educational resource for the general investing public.

-They can purchase my five books on various investing topics on Amazon

https://www.amazon.com/stores/author/B089G65PY4

(Under the pen name, "The Sick Economist).

-Or, they can consult with me directly on an hourly, monthly or quarterly basis.

I always encourage my clients to read my research for free before deciding if I am the right advisor for them.

I have been a successful investor for more than 25 years, an award winning medical salesperson, an entrepreneur, and financial author. I offer additional expertise for people interested in the FIRE Movement, expats, entrepreneurs, and anyone who has taken "the road less traveled" in life.

Areas of Specialization

Investments
Career Planning
Insurance
Tax Strategies
Long-term Care

Ideal Clients

FIRE
Business Owners
Expats/Living Abroad
High Earners ($250k - $500k)
Divorced Individuals

Contact Information

Boca Raton , FL
Meets Virtually
Meets In-Person
Accepting New Clients