What We Do


Demonstrating what we do may be easier by explaining what we don't do. We don't try to be all things to all people. Many have tried to do this; all have failed. We work with a select group of people who are serious about the success and well being of their family and their future. 

We don't do it for you, we do it with you. We don't promise to make you rich; we're here to help prevent you from getting poor. We don't point you in some direction and say “go get 'em tiger!”, we take you by the hand and guide you through the mine field that lies between where you are and where you want to be.  

Ask yourself this question:  “If I'm out in the woods, it's dark, starting to rain and the fog has set in, do I want a couple of matches and a power bar, or do I want an experienced guide with a compass and a map?” We are that guide, and we have that compass. That's how we help our clients.




To help better serve you and your family, we made the conscious decision to not affiliate ourselves with one of the national mega companies that spend millions of dollars on commercials exalting why they're the latest and greatest as well as why you can trust them. Rather than work forty five hours per week on their payroll, we chose to work fifty hours per week for you

Does it cost us more to be 100% independent? Absolutely it does. We feel that's a good investment. By choosing this path, we have no pressure from “the home office” to sell proprietary products or push the trendy idea from the ivory tower. We simply do what is best for you. Each time. Every time.

Why is it important to you that we are 100% independent? Because it allows us to choose the best solution to any problem or challenge you may be facing; irrespective of the investment company and without concern as to how much we'll get paid. 

Thanks to our independence from corporate influence, we have the ability to design a solution based on your needs not ours. 

Very simply, it's how we would want to be treated, and it's the right thing to do.