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Our Mission.

To build a retirement where you are able to live life financially free without the thought of money.

Our Philosophy

Our philosophy is simple: Plan smarter so you can live more! The objective is to; Financially create the ability for you to live life now, with a plan for later! 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.


One of our primary goals is that you become family!

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.
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Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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