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.  

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


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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