01. Independent

We Work for You!

02. Fee-only

No Hidden Fees or Commissions!

03. Fiduciary

Your Interests Always Come First!

Helping People Dream It, Plan It, & Do It!

What a journey! As a homeless teenager I had big dreams. I wanted to raise a family, become financially independent, see the world with my future wife, and build a business helping others to do the same. At age 39 my vision became reality. This was accomplished thru careful planning, sacrifice, God’s grace, and hard work. I have the privilege and blessing to work with great people doing great things and making the world a little bit better than they found it. I get to help them realize their vision of an ideal retirement by sharing the gifts that God has given me. Wishing you the best of journeys!

Providing retirees with the intellectual framework to make sound financial decisions and simplify their lives.

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