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?

Lifetime Paradigm

A New Perspective On Financial Planning

Real Estate-Integrated



Retirement Planning

Income Independence

Asset Protection

Asset Protection

Estate Planning

Legacy Preservation

Tax Planning

Tax Minimization


Business Owners,

Real Estate Investors, and

Late-Stage Pre-Retirees

Most People Work To Make Money to Buy Things


Wealthy People Work To Buy THings To Make Money

The Choice Is Yours


Quick Start

Would you like and quick and easy way to look into your financial future?  Take 5-minutes to complete our Financial Independence Plan Quick Start and see what your plans look like today.

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

2 FREE Financial Analyses




Consulting, coaching and comprehensive financial oversight. Contact us to schedule a free 15-Minute Consultation.

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