Financial Independence
When the assets you have provide the income you need to live the life you want and, your work is no longer a requirement, it’s an option.
A New Perspective On Financial Planning
Real Estate-Integrated and Self-Directed Financial Consulting
Who We Help
Business Owners
We have strategies to help business owners save money on taxes.
Real Estate Investors
We are experts in real estate and help our clients to profit and save money with existing and new real estate investment opportunities.
Late-Stage Pre-Retirees
We will help you prepare for retirement. Retirement can come at any age once you reach “Financial Independence”.
Independent Fiduciary Advisors
As Independent Fiduciary Advisors, we are legally required to always give advice that is in our client’s best interest.
Retirement Planning
“Income Independence”
Asset Protection
“Asset Protection”
Estate Planning
“Legacy Preservation”
Tax Planning
“Tax Minimization”
Services and Products
We focus on helping successful business owners, real estate investors, and late-stage pre-retirees with their retirement plans, asset protection, estate planning, and tax planning. However, regardless of who you are or what you do, we can help. We can make a difference in your life and we encourage you to explore this opportunity.
We offer a variety of unique and proprietary financial planning strategies and products. Learn more about the services and products we offer.
Consulting and
Coaching
We offer consulting, coaching and comprehensive financial oversight for business owners, professionals, and individuals. Contact us to schedule a free 15-Minute Consultation.
Schedule a FREE
15-Minute Initial Consultation
This initial interview will help us understand your unique situation and, for you to learn about us; to ask questions about what we do and how we can help you. Then, we can mutually assess your needs and our capabilities to see if there is a good fit!
Do You Want Financial Independence?
Find your financial independence, with the Financial Independence Toolkit (FIT). Take advantage of this FREE educational offer.
- 12+ FREE Financial Guides
- The 3-Step Path to Financial Freedom
- A Financial Analysis
- Financial Literacy Course (NEW!)
- *SPECIAL BONUS: A Personal Review
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Receive our newsletters that will provide you with cutting-edge insights, information, and strategies to help you make Better, Smarter, Safer choices and financial decisions about your retirement, asset protection, estate planning, real estate, and other investments.
Contact
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LIFETIME’S SERVICES
- The 4x4 Financial Independence Plan sm
- The Smart 3-Tiered Cash-Reserve System sm
- The Smart 401(k) Supercharger sm
- The Smart Asset Protection Planner sm
- The Smart Debt Eliminator/Credit Builder System sm
- The Smart Estate Plan Protector sm
- The Smart Financial Independence Blueprint sm
- The Smart Investment Property Evaluator sm
- The Smart Legacy Plan Organizer sm
- The Smart Mortgage Minimizer sm
- The Smart Mortgage Paydown Accelerator sm
- The Smart Social Security Benefits Maximizer/Retirement Healthcare Expense Estimator
- The Smart Tax Minimizer sm(For Consumer and Home-Based Businesses)