We have been working with the self-employed, investors, business owners and individuals from all walks of life through the employment of safe money strategies that do not rely on markets or special tax treatments that can easily evaporate just as you need access your money.

We have found that working with us, we can:

1. Give you: More benefits, more options, and more control.

2. Potentially help you pay less tax: Now, and in retirement, (especially if you own your own business or micro-business).

3. Allow you to retire with 30-40% more income (or, 30-40% sooner) With less risk than you are currently taking, and... We believe we can do this without taking any money out of your pocket!

In fact, it is not uncommon for us to find money you didn’t know you had, and when we do, you can use it to either increase your lifestyle now or, use it to create more money in retirement, or a combination of both.

We get it, you’ve never heard of someone helping you find money, but that is what we do.

Further, we want to:

1. Help you uncover lazy/unproductive assets that could be used to fund your system.

2. Find inefficiencies in your financial world where money is leaving your control unknowingly and unnecessarily (e.g., money spent on taxes, interest, high payments, fees or penalties you really don't have to pay.

3. Identify "no market risk opportunities"; within your existing personal economic model where you could use strategies we uncover improve your financial positions.

Everything begins with this form. It helps us see exactly where you are on your financial journey. both up and down your “financial mountain”.

Please carefully consider your answers to the questions in this form as it will become an integral part of your pathway up and down the mountain and provide a benchmark against which to gauge your progress. While we would like this to be as complete as possible, leave blank any information not applicable to you, or information you don't have, or you find uncomfortable providing. 

While we do not want or need any identifying account numbers, or social security numbers, etc., the tax environment of each of your assets is important. And of course your best guesstimate is also acceptable at this point.

The more complete the information you provide, the better we are able to advise and consult you on ways to improve your financial position, build and preserve wealth while spending more in retirement.