Why We Do What We Do

We provide Real Estate Integrated and Self-Directed Retirement Planning, Asset Protection, Estate  Planning, Tax Planning for Businesses Owners, Real Estate Investors, and Late-Stage Retirees.

Independent Fiduciary Advisors

Why We Do It


Every day, our job is to help our clients to and through their retirement. As a result, every day, we fix broken retirement plans, putting them back on track to make up for both lost time and for insufficient savings.

For those fortunate enough to have retirement plans that are not broken, we will make them better. Either way, broken or not, we can help. We help by teaching our clients how to make Better, Smarter, Safer choices and financial decisions about their retirement today, so that tomorrow, they can begin to live the life they really want. So that tomorrow they can begin to live the life they dream of, a less stressful and a more fulfilling life.

From Obvious to Unstoppable In 3 Powerful Steps


First – our process starts by taking our clients from oblivious to a painful awareness of the problems they face. This realization provides our clients with needed clarity and resolving these issues becomes the foundation of their plans.


Second – we help our clients to identify the opportunities for themselves and to recognize the personal strengths and abilities they already possess. These opportunities, strengths, and abilities provide the fuel and the fundamental tools we need to power our clients to do the work needed to attain their goals.


Finally – we develop a detailed plan to achieve a compelling future. We replace their short-term motivation, discipline, with a long-term and a much more powerful emotion- desire. This shifts their and motivation and mindset from “have to” to “want to” do what it takes to get the job done and dramatically increases the likelihood that it will actually happen.


Now, with a laser focus on what needs to be done, a plan to do it and an overwhelming desire to make it happen, our clients have the clarity, confidence, and capacity they need to successfully execute on their plans and achieve their all their financial goals with certainty.

To get started with us, check out the amazing 4×4 Financial Independence Plan ˢᵐ which has the essential elements and steps necessary to understand and take command of your financial future today! Once ready, schedule a free 20-minute consultation with our team anywhere on our site, or fill out a contact form to have us reach out to you for an appointment. During that meeting, we will listen very carefully to your issues and concerns and help you to understand how we can best serve you with our specialized tools and knowledge.

This is the Lifetime Paradigm, a new perspective on financial planning and a Better, Smarter, Safer Way to a more fulfilling life!


Schedule an Appointment

Schedule an interview to 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!