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We strive to help individuals and small business owners prepare to retire in the 0% tax bracket. We accomplish this through an educational process. There is never a primary focus on products or sales. Our goal is to educate our clients so they can make the best decisions for themselves and their families.

We strive to earn your trust by disclosing the potential conflicts of interest that exist in the traditional financial planning relationship. We are not a cookie cutter organization. We do not have proprietary products and pride ourselves on the fact that we will go to extraordinary lengths to do everything possible in creating comprehensive strategies for our clients.

We care for our clients and their loved ones as if they are our own. We treat everyone like family, not simply valued clients.

We have successfully served the following people and groups for over 30 years.

  • Individuals
  • Families
  • Entrepreneurs
  • Retire Couples
  • Business Owners

We also manage multiple retirement plans for small businesses across the country.

Every client’s case receives input giving them personalized strategies and the benefit of our experience that they deserve. These strategies are tailored to each client’s unique situation. We acknowledge that we haven’t seen everything, but we’ve seen a lot and we put that knowledge and experience to work for you.

Our belief is that far too many misconceptions exist in the field of financial planning and advice. Our mission is to educate everyone we come into contact with to make them aware of those misconceptions and to show them that not only can they understand what seem to be complex strategies and ideas but they will be able to communicate those ideas in a way that illustrates they fully grasp what they are doing and why they are doing it. We have found the only way to stick to the plan that is put in place is to fully understand and own the concepts that are being implemented. Without this ownership, the possibility of successfully navigating to and through retirement is greatly reduced.

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