Lawsuits

Acts that cause damage breed lawsuits. Our focus is to protect our client's assets from their negligent acts (intentional or not).
Learn More

Taxes (IRS)

The IRS is your #1 guaranteed creditor every year. As such, part of a complete asset protection plan MUST include reducing taxes.
Learn More

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.
Learn More

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.
Learn More

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

risk-768x446

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. 

Get Your Risk Score Today

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.

Quick Score App

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.
Get Started

Getting to Know Our Clients

Making complex financial planning simple and straight-forward.

Safe Money Retirement Tools

buy-hold

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.
read more
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.
Read On
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.
Read On

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

    Please prove you are human by selecting the heart.

    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.

    Asset Protection 101

    August 28, 2024
    Most people are not familiar with the term “Asset Protection” (hereinafter AP). You might think the term has something to do with protecting your valuable…
    Read More

    Fidelity’s 45% Rule: Should You Really Use It as a Guide to Retirement Savings?

    August 28, 2024
    Financial services giant Fidelity has a rule for retirement savings you may have heard of: Have 10 times your annual salary saved for retirement by age 67. This…
    Read More

    Your REAL Life Expectancy Can Dramatically Affect Your Retirement Plan

    August 28, 2024
                  While it’s a topic many would like to avoid talking about, dealing with life expectancy is vitally important when mapping out your retirement plan. Any retirement plan…
    Read More

    Time to Think About Your Finances!

    Get Started