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 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.  

The 4 Essential Elements

Retirement Planning

“Income Independence”

Asset Protection

“Asset Protection”

Estate Planning

“Legacy Preservation”

Tax Planning

“Tax Minimization”

Most People Work to Make Money to BUY THINGS.

Wealthy people Work to Buy Things that 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

Sign Up for Newsletters

  • Please indicate your State above so you can receive alerts for special events and more in your area!
  • This field is for validation purposes and should be left unchanged.

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.