Many Business Owners and Families have not considered
—Wills, Trusts, Durable Powers of Attorney
—Protection from lawsuits
—Protection from stock market losses
— Protection from long-term care (LTC) expenses
Lawsuits
Acts that cause damage breed lawsuits. Our focus is to protect our client's assets from their negligent acts (intentional or not).
Taxes (IRS)
The IRS is your #1 guaranteed creditor every year. As such, part of a complete asset protection plan MUST include reducing taxes.
Stock Market
The stock market is a creditor that needs to be protected against may sounds counter-intuitive, but it's a vitally important concept of asset protection.
Long-Term Care
One of, if not, the biggest expenses in retirement are those associated with LTC. As such, they must be dealt with in order to have a complete AP plan.
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 - Tracking Risk
Find Your Personal Risk Score
Most people have no idea what their true appetite for “risk” is when it comes to growing wealth for retirement. We use the industry’s most accurate risk assessment software to help clients determine their personal Risk Score. If you want to know your Risk Score on a scale from 1-100, click on the button below.
Quick Risk Score
Most people have no idea what their true appetite for “risk” is when it comes to growing wealth for retirement. We use the industry’s most accurate risk assessment software to help clients determine their personal Risk Score. If you want to know your Risk Score on a scale from 1-100.
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.
Wealth Management
Our focus when it comes to investment planning is to make sure clients always "take the least amount of risk to reach their investment goals." This is done using technology and money managers who manager risk as their #1 priority.
Getting to Know Our Clients
Making complex financial planning simple and straight-forward.
Safe Money Retirement Tools
01.
Understanding You
Assessment
Taking the time to understand your current financial situation is paramount to offering solutions to fit your life and future generations.
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02.
Review & Plan
Consultation
We want to meet with you to review and plan out our strategy. We realize life can change and we want to be with you the entire way.
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03.
Supporting Your Estate
Retirement Years
We want to be with you at all stages of your life. Retirement planning can be stressful but does not need to be. We work closely with you to find solutions.
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We Serve to Take the Complexities
Out of Your Decision Making
Offering Our Clients Straight Forward Financial Solutions.
Innovative Solutions
Offering financial solutions in a complex world. We serve to simplify your entire financial life.
Technology
We use technology interposed with human decision making to give our clients solutions that are easy to understand and implement.
Solutions for Today and Beyond
Bringing wealth preservation education established thinking to drive new retirement solutions.
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.
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