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.

When Do You Want Yours?

A New Perspective On Financial Planning

Real Estate-Integrated and Self-Directed

Financial Planning

For Business Owners, Real Estate Investors, and Late-Stage Pre-Retirees

Retirement Planning

Financial Independence

Asset Protection

Asset Protection

Estate Planning

Legacy Preservation


Tax Minimization

Most People Work To Make Money to Buy Things.

Wealthy People Work To Buy Things To Make Money.

The Choice Is Yours

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


We offer consulting, coaching and comprehensive financial oversight for business owners, professionals, and individuals. Contact us to schedule a free 15-Minute Consultation.

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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