Sozo Investments – About US
Hi, my name is Larry Fleeman and I am the Founder & Owner of Sozo Investments.
I am a husband, father, follower of Jesus and rifle enthusiast (“clinging to guns and religion,” but not bitterly and not necessarily in that order).
How I Got Started
During the financial crash of 2008 and after watching my 401k going down in flames with the rest of Wall Street, I decided “enough is enough” and set out on a mission to protect my own family’s future.
That mission led me to Jeff Nabers of Nabers Financial.
I really liked what I saw in Jeff and his company – honesty, openness and integrity – and became a client shortly afterwards.
Jeff and his team were a breath of fresh air after my experiences with so many corporate “stuffed shirts” in the Wall Street system.
At that time I was still employed as an engineer in the automotive industry here in Michigan.
But my interest in engineering was waning as I discovered more about preserving and growing my wealth. I was itching to share what I learned with others, like you.
From Automotive Engineer to Business Owner
My goal was to never experience the financial loss and helplessness of the “Great Recession” again.
So in 2009 I had taken direct control of half of my 401k with Jeff’s help, but the other half would have to wait until I left my engineering job.
As I was learning more about safe wealth strategies, I was looking for a way to turn my passion into a business. I just wasn’t sure where to start.
Then in 2011, unexpectedly I admit, I got an email from Jeff about a course he was going to offer. Color me intrigued, but just not sure what it was all about.
I was very busy with my job at the time, but thankfully Rachel (now Jeff’s wife) didn’t give up until I learned what Jeff was up to.
I was so excited about what Jeff was doing that I enrolled right there on the spot. It was called the “401K Institute” and was 6 weeks of in-depth training by Jeff and his team.
It was the most fun I had in years!
It’s Like Having An Extended Family
And the best part was that I can now call Jeff, Rachel, James and many others on Jeff’s team great friends.
I have had the opportunity to travel with them to Denver, Miami and Mexico and it’s great to see how they treat us just like family.
In fact, as we spent time together and with clients, I found it was exciting and reassuring to build friendships with others that were like-minded.
So even if your brother-in-law thinks you’re crazy for pulling your money out of the Wall Street system, rest assured that you aren’t alone and you certainly are not crazy.
The Rest of the Story
I am proud to say that Sozo Investments is a Program Partner of Nabers Financial, working together to offer you the same proven wealth strategies that we use ourselves so you can take control of your financial future and thrive in an uncertain economy.
In August of 2012 I retired from my engineering job to make Sozo Investments and helping you with your dreams my passion.
Now I will help you engineer a better future for you and your family by helping you write the story of your own future.
So go ahead, check out our site and I would love to hear from you. You can contact me using the form here.
Let me know what I can do to help you with your financial journey and I hope to see you soon!
Lastly, I want to say thanks to Jeff for giving me the opportunity to start Sozo Investments and to share my vision to help others enjoy the same fruits that we have. I couldn’t have done it without you, Jeff!
About My Company, Sozo Investments
At Sozo Investments our mission is to provide proven, actionable strategies you can use right now to preserve and grow your wealth so you can build a secure financial future free of worry and stress.
We will inject an uncommon dose of common sense while critically rethinking everything assumed to be true about investing so you can thrive in any economic climate, dispelling common myths that trip most investors up when they follow the crowd.
We believe when you take imperfect action now with the best information available, you will find success. We will help you develop a simple plan to make your goals a reality and show you how to focus on the outcome so you can overcome hurdles along the way.
And as Program Partners of Nabers Financial, we are teamed up with the best wealth strategists on the web so you will have peace of mind knowing that your future is brighter than ever!
What we don’t do is as important as what we do. We don’t inundate you with fluff, bogging you down with information overload. We’ve found that investing and success can be simple, though you will have to roll up your sleeves and do some work along the way.
Knowing that you can follow in the footsteps of other successful investors using a proven strategy, we hope you will join us on a journey of discovery that will be profitable, rewarding and even fun for you!