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How We Work

Our mission is to help you achieve your best overall financial and life results while freeing up your time to focus on what matters! Starting with really getting to know “you” as a person, your goals, your priorities, and your expectations and then “customizing” a holistic investment and planning strategy for “you” and your loved ones. Unlike the “Big Firms” we take the time to “craft” the solutions to your unique life, circumstances, and goals. Whether you are currently retired, dreaming of secure, prosperous retirement, want achieve financial freedom, or just want to optimize your investment and overall financial results – you need to contact us and see if you qualify for a complimentary, no obligation, consultation. Unlike the big banks and brokerage firms, we have the freedom, flexibility, and “focus” to offer personalized, flexible, and hands-on advice, guidenace, & service. We have no “agenda” but yours!

As your “Personal CFO” it is my “calling” to help you achieve your optimal life, investment results, financial security, and legacy…..vs just pushing “cookie cutter” programs to boost some corporations agenda and bottom line. If you truly want a “Financial Advocate” then contact us to see if we can help you!


All types of Income Investments
Tax efficient Managed Accounts
Private Equity
Hedge Funds
Managed Futures
Private REITS
Tax Free Municipal Bonds
Structured Products
Taxed Advantaged Investments

Financial Planning

Retirement Planning
Small Business Retirement Plans
401(k) Planning and 401k plans for Individuals & Companies
403(b) Planning & 403b Plans for Instituions and individuals
College Planning
Estate Planing, Trustee Services, Successor Trustee Services
Money Purchase Plans
Profit Sharing Plans
Asset Protection
Tax Minimization Planning


Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 702-818-1116