Understand the Financial Insdustry

UNDERSTAND THE FINANCIAL INDUSTRY It’s not about having a financial advisor, it’s about working with a coordinated team! These four camps all have goals and products that can help you. Sadly, each camp has bias.  There is great disagreement about how each works and a...

Manage Risk

Manage Risk, Seek Performance at a low-cost flat fee Advice formerly  available only to the elite  — it’s our turn. You have heard the ads. When a grown child starts asking the parent how asset management fees work and how the managers are doing.  Of course, your son...

financial

Achieving Personal Financial Power requires easy-to-use tools, systems designed to make money work for you and powerful advocates guiding you in the process Contact us to receive the tools that lead to financial empowerment. Submit Technology and machines are...

Understand Wealth Transfers

Understand Wealth Transfers Money you may be transferring away unknowingly and unnecessarily represent losses called “Wealth Transfers” Are you your own investment manager in your retirement accounts?  Many personal investors don’t make good returns on their...

Easy Finantial Organization

Easy Financial Organization Central tracking for your financial wealth   Leveraging a simple online program saves you time and keeps you on top of your investments. Why you’ll love it Track Everything Better Decisions Total Transparency All your accounts in one...