ALWAYS WORKING WITH YOUR BEST INTEREST AT HEART
We live in the richest nation in the world, yet more than 95% of smart, hard-working people still struggle to pay for their kids’ college and retire in a comfortable manner. Why is this? Could it be that the advice that everybody has been given about saving and managing money is wrong? Or, at the very least, could that advice be designed to benefit someone else rather than help you reach your financial goals?
Unfortunately, the answer to both questions is usually yes! But it doesn’t have to remain this way!
As CERTIFIED FINANCIAL PLANNER™ Professionals with an independent fresh perspective on proven time-tested solutions, we have declared war on the self-serving, status quo approach other financial planners and investment managers maintain for their clients. Our easy to understand strategies and solutions help our clients reach their goals with confidence and certainty, while also helping them build wealth faster by saving thousands each year on unnecessary advisor fees.
Don’t you think it’s time you had a financial game plan that works in your best interest rather than in the interest of others? We certainly do! It’s a big responsibility to plan for yourself and your family, but thankfully you don’t have to go through the process alone. Let us help you get your financial house in order while there’s still time.
Nobody else is going to look out for your interests or share the inside secrets the wealthy have quietly used for decades to build and preserve their fortunes like we do. So ask yourself how much longer can you afford to be without these life-changing strategies? If you’re ready for a change or maybe even just a second opinion on the plan you have in place now, click the button below now to see how we can use our proven methods to help you increase your results too!
Jason P. Flurry, CFP®
President and Founder
Our customized plans help you consolidate and organize your retirement accounts, which increases your ability to become more financially secure and add more safety and consistent growth to your retirement nest egg.
We have over a decade of hands-on experience in making college more affordable and in showing you how to pay for your children's educations without going deeply into debt, jeopardizing your retirement, or sacrificing your current lifestyle.
INVESTMENT ALLOCATION DESIGN AND MANAGEMENT
Our proprietary investment allocation models are based on over 70 years of Nobel Prize winning academic research, which enables our disciplined management style to better maximize your potential for long term growth and minimize risks and unnecessary costs.
COMPREHENSIVE FINANCIAL PLAN DESIGN
Having a sound financial blueprint is essential to building and maintaining financial security, so we specialize in creating unique, personalized plans that incorporate a variety of proven strategies and practical action steps designed to help you live a better life.
SMALL BUSINESS RETIREMENT PLANS
About 1/3 of our clients are self-employed, so we are well equipped to help them keep more of what they make through a well-designed, tax deductible company sponsored retirement plan.
LIFE INSURANCE AND RISK MANAGEMENT PLANNING
All of our strategies include living benefits AND death benefits so you can make sure you and your loved ones are fully covered in the best possible way at all times.