We are financial industry insiders who are not happy with the direction of our industry. We believe that the industry should provide you with the products and services that benefit you, first.  We are outraged that financial services owners are taking over 1/3 of all S&P 500 earnings--$215 billion in 2006 alone. Meanwhile, clients are being left with losses--$50 trillions were lost in 2008 due to greed and poor financial management.

We think you can do better yourself with a little help from our insiders who have 10 to 20 years experience in the industry. They are, or were, bankers, agents, brokers or advisors. Dan Keppel acts as our coordinator and editor. We provide the specific information to help you save on almost every financial service and product. You are better off learning how to buy only what you need even if you continue to use a middleperson.

If you do not feel comfortable on your own yet, we will provide full personal services by phone and email. This is our Membership service.

Our Business

We provide fiancial information in the form of books which are available individually at Amazon.com or as part of the Membership full personal services.

We want you to lean how to buy financial services and products directly from the best providers--the same ones we use personally.

Once you learn to buy only what you need--at "wholesale" prices--you will be able to save over $3,000 a year. You will eventually create your own Wealth Reserve--you will be self-insured and self-funded for all your future needs.

Dan Keppel, with 20 years in the business, is our coordinator and editor. You can reach him at Editor@TheInsidersGuide.com

Who We Are

Dan Keppel has been helping people find financial services that fit their lifestyles since working in a securities firm, an insurer, two banks and his own advisory firm. His first book, The Simple Financial Life: How to get what you want without debt or living paycheck to paycheck, shows how to live the way you want to without having to worry about money. The Simple financial Life is available at Amazon.com He edits www.TheInsidersGuides.com and is an adjunct at a local college. He lives in Montclair, NJ with his wife, daughter and two cats, Anu and Katze.