Wealth Management
Simplify the Complex

Begin with the end in mind, the result - you flourish!  We build your investment portfolio and your Wealth Optimization Plan based upon a complete understanding of your financial picture while you traverse the Stage of Financial Freedom® with ease.

Assess your weaknesses and threats.  Optimize your strengths and opportunities.  We created the Wealth Optimization Dashboard™ so you can visualize these factors, making easy to act on them.

Plan for extremes, particularly the bottom 10%, avoiding significant negative consequences. Our popular Lifestyle Protection Analysis (™) helps set your expectations.

Living below your means is the essence of reaching long-term financial independence. We help you zero into actions that both reduce expenses and increase your means, making it easier to achieve this outcome.

Balance the trade-offs between risk and reward with a disciplined approach to investing. Our time-tested strategies seamlessly blend smart investing and smart wealth management.

Better understand your wealth so you are better able to make important financial decisions. Wealth accumulation targets, directly tied to your ideal standard of living, help you right-size just about every aspect of your plan.

Eliminate your dependence on earned income while maintaining your desired standard of living. Your financial strength gives you the option to retire early, late or never! We’ve helped many people develop the financial endurance and agility to transition to retirement.

To flourish means to grow and develop in a vigorous way, as a result of a particularly favorable environment. We aim to provide the favorable environment, filling in gaps while discovering new paths.