Home

Financial Freedom

Charting a Course to Financial Freedom for Today, Tomorrow, and Beyond

Financial Freedom is a unique and personal experience. What does financial freedom look like to you? Is it travel or worry free homesteading? Is it time with family or exploring the world with friends? Regardless of how you envision financial freedom it probably involves being worry free, having a comfortable income, and security that you can meet the changes and challenges that life will inevitably throw at you.

Let's venture into the future with a solid plan, a firm foundation, and the flexibility to pivot if the tides turn. It starts with wealth creation, tax optimization, estate planning, income strategies, and contingency plans

Services We Offer

Wealth Creation

Building wealth for generations through true diversity of asset classes, growth methods, differing timelines, and relationships with experiences niche experts.

Income Planning

A solid foundation starts with secure income. Guaranteed income, cost of living increases, and inflation adjusted income are key considerations.

Tax Optimization

Don't pay more than you have to in taxes. Have a large taxable event, make strategic plans to offset it. Don't want to pay taxes in retirement, then set yourself up for tax free retirement. Don't want to pay taxes today, the defer them and grow your money faster

Estate Planning

Make strategic plans for yourself, your estate, and your heirs. Plan for tomorrow. Wills, Trusts, Special Needs Trusts, Medicaid Protection Trusts, Family Foundations, Charitable Funds, and more

Long Term Care

Get coverage now. Have a plan for the unknown. Look beyond the traditional use it or lose it policy.

Financial Education

Blog posts, articles, seminars, online education, a

403B and Personal Pensions

Retirement planning and pension planning. Whether you qualify for a 403b, 401k, or IRA or you want to purchase a personal pension plans, learn the secrets and find empowerment.

Mortgage Protection Life Insurance

Utilizing life insurance to create a firm financial foundation with options for leveraging opportunities down the road. Protecting family, assets, and legacy with the simple solution of life insurance.

Alternative Investments & Diversification

Asset diversification, asset growth method diversification, and portfolio stability. Utilizing alternative investments to diversify and stabilize wealth creation.

Strategic Consulting

Intentional planning and individual financial consulting for individuals and business operations. Ensuring that all the components are optimized and coordinated for premium outcomes.