We help our clients put together a "Financial Wellness Program" that includes helping them reach their goals with the least amount of risk.
Protecting Your Wealth
Intentional torts give rise to damages and lawsuits; our focus is to protect your assets from traditional negligence lawsuits.
Are you more likely to give money to the IRS this year, or get in a car crash, or have someone slip and fall on your property?
The concept that the stock market is a creditor that needs to be protected against is the most counter-intuitive for asset protection planning.
There are limited solutions (guaranteed income rider annuities) retirees or those close to retirement can do about this fear.
Client Solutions
The goal is to offer client first solutions. Rather than look at products or programs for our clients, we take the time to get to know your situation and your future goals.
Professional Team
Once we sort out what you may need to forward your financial life, we will bring in whatever team or advisor is necessary to assist in analysis & implementation.
Diverse Approach
Our approach is to be agnostic in our planning and client first solutions. All too often financial planners use cookie cutter strategies. We use solutions that fit our clients needs.
Technology
Where is may serve to gain insight, we use financial technology to assist in analysis and decision making. We go beyond spreadsheets to get you the best results.
Risk Score
So you wonder how risky your investments are?
When your people get up every day wanting to come to work, success happens, we help you to ensure everyone is in the right jobs.
3-Buckets to Build Wealth
We use a simple but powerful 3-bucket approach to help clients build wealth. This approach is designed so clients will take the least amount of risk to reach their retirement planning goals.
Comprehensive Planning
Our comprehensive platform starts with making sure clients have an asset protection plan in place. Then we tackle estate and financial planning and for business clients, corporate structure and business transition.
Avoiding Bad Advisors
Do you wonder if you are currently working with a competent advisor or one who puts their interests in front yours? On our site we provide eye opening information for people to determine if they are working with a “bad” advisor.
Critical Capital Mass
Reaching your retirement planning goals is much easier when using tax efficient strategies. We use a simple online worksheet that lets people quickly determine how much they are wasting in extra tax payments by not doing good planning.
Analyzing Risk
Many people think their wealth building assets are much less risky than they actually are. We use the most up to date technology to assess the risk of our client’s assets and to make sure they are aligned with their personal risk score.
Debt Elimination
Reducing or eliminating debt is a high priority for many clients. We have access to a proprietary debt elimination software to help clients pay off their debt years early including their home mortgage.
Getting to Know Our Clients
Making complex financial planning simple and straight-forward.
Safe Money Retirement Tools
01.
02.
03.
We Serve To Take The Complexities Out Of Your Decision Making
Let Our Firm Walk You Through Your Options
Don’t Miss Latest
News & Headlines
Follow our latest news. From start to finish we share our ideas about managing your money through your entire financial life and beyond.
Do You Know Your Investment Risk Capacity?
To download a six-page summary explaining risk capacity, click on the following link: Risk Capacity Link Have you ever heard the term “Risk Capacity”? …
Controlling Your IRA Assets from the Grave
Protect IRA Assets from Your Children’s Poor Decisions More and more wealth over the coming years will transfer between generations as our population ages. …
Very Interesting Stock Market Crash Chart
Let me start by saying that I’m not a prognosticator of what will happen in the stock market at any given time. Before the …