Broker Check

Where do you stand?

Financially, where do you stand currently? Despite our rapidly changing world, we see many of the same recurring problems facing many of the individuals we meet...

Are You Losing Money Unknowingly and Unnecessarily?

Every day we see individuals transferring away money unknowingly and unnecessarily, most commonly in five major areas of their financial lives.  In fact, many will transfer away more money during their working years than they may actually accumulate in their lifelong savings accounts.  But it doesn't have to be that way...

If what you thought to be true about....

  • How you finance and pay your mortgage
  • How you pay your taxes
  • How you fund and distribute your qualified retirement plans
  • How you pay for college expenses
  • How you finance and pay for major purchases such as cars, etc.

...turned out NOT to be true, when would you want to know?

We believe we have a very unique approach as financial advisors in that we focus on helping people find money that they are currently transferring away unknowingly and unnecessarily.  

We believe that we have more potential to make a bigger impact on your financial future by helping you avoid the losses in your financial life rather than just trying to help you pick the winning investments.

Do You Have the Answers?

In order to retire at your current standard of living and have your money last throughout your retirement, you need to know the ANSWERS to these questions....

What rate of return do you have to earn on your savings and investments?
How much do you need to save on a monthly or annual basis?
Doing what you are currently doing, how long will you have to work?
If you don't do anything different than you are doing today, how much will you have to reduce your standard of living at retirement?

If you don't know the answers, we can help. The sooner you know the sooner you can take action.

We encourage you to take advantage of our Complimentary Financial Consultation where we can give you the answers to these questions.

During that visit we will also visit with you about your personal financial model and how money really flows throughout your life from the moment it enters your hands until it is consumed and lost forever. By exposing you to these concepts, we can help you create, cultivate and preserve your wealth in a tax efficient manner by helping you identify your personal wealth transfers and become more efficient with your resources.

Schedule a Consultation

Have a Question

Thank you! Oops!