How We Simplify the Complex.
The roadmap to your success is as custom as your unique history, life stories, goals and circumstances.
We believe that success comes from being specific and proactive, failure from being vague and reactive. Our process is
designed to simplify the complexity so you can gain the benefits and rewards without all of the common hardships.
You & Your Journey
It’s essential to begin with the end in mind, you flourishing as you traverse the Stages of Financial Freedom ® with great ease and comfort! We build your investment portfolio and your Wealth Optimization Plan based upon a complete understanding of your financial picture.
Assessing & Optimizing Your SWOT
SWOT is a fairly well-known acronym that stands for strengths, weaknesses, opportunities and threats. We literally created the Wealth Optimization Dashboard™ to make it as easy and painless as possible to see and act on your SWOT.
Protecting Your Lifestyle
The consequences of not planning for the extremes, particularly the bottom 10% extremes, can be significant. We help you plan for what you expect and what you don’t expect, in a number of ways, including our popular Lifestyle Protection Analysis™ (LPA).
Winning The Profit Game
The essence of achieving long-term financial security and independence is consistently living under your means. Of course, the greater your means, the easier this outcome is achieved. We help you zero into actions to optimize results on both sides of this equation.
Investing With Clarity
A disciplined approach to investing, grounded in strategies that have stood the test of time – helps to balance the trade-offs between risk and reward. This is best done in an integrated way with all the advantages of smart investing and smart wealth management seamlessly blended into a unified whole.
- Our Top 10 Unique Systems, Tools & Concepts
- Evidence Based Investing White Paper
- How Lean Oriented Factor Indexing Can Add Value Over Time
- How Lean is Lean? Check Out these Results
- “Active Share” Insights from Yale
- The Case for Factor Indexing from a Nobel Prize Laureate
- Investing Requires More than Intelligence: Mensa vs Market
- How Smart Data Informs Portfolio Management Decisions
Reaching Ideal Targets
Throughout our engagement, we help you better understand your wealth, so you are better able to make important financial decisions along the way. Ideal wealth accumulation targets, directly tied to your desired standard of living, help you right-size just about every aspect of your portfolio and plan.
Optimizing Your Income Retirement Strategy
We’ve helped many people prepare for, transition to, and enjoy long periods of retirement. Retirement requires the highest levels of financial strength, agility, flexibility and endurance. Whether your goal is to retire early, late or never, we can help. Either way, the goal is to eliminate your dependence on earned income to maintain your desired standard of living.
To flourish is to grow or develop in a healthy or vigorous way, especially as a result of a particularly favorable environment. Simply put, our aim is to help provide the favorable environment, filling any gaps and holes that may exist.
Want to Discuss Your Situation?
A simple conversation with one of our advisors may help you best sort out your needs and next steps. We’d be happy to confidentially chat with you. Just let us know when you are ready.
Call Now: 303-721-7000. Or submit request: