facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

YOUR PURSUIT FOR FINANCIAL LIBERTY

"Until you wake up from the American Dream, financial uncertainty will be your American Reality."


Strong words, yes. But not when you consider how many Americans live day-to-day worrying about their retirement.


And we’re not just talking about poor people, we’re talking about people who’ve had good jobs for years. People who’ve saved and invested but because they didn’t know the rules, they didn’t win like some.


We want to help change that. It starts with understanding how the system works. You need to know the rules so you can free your finances.


Know The Rules


Knowing the 7 most important rules of personal finance will change the game for you. The understanding and insight will give you a new financial paradigm, one that will significantly enhance your financial security. We invite you to download our paper below, “The 7 Rules of Financial Liberty”. We also invite you to listen to our Financial Liberty Podcast.


A New Financial Paradigm


What we want for people is to give them the knowledge, and access to tools, that they need to gain a new perspective for financial security, longevity and peace of mind.


  • Worry is a waste of your most important resources. You always get what you focus on.

  • Knowledge is power. The future always takes place in the present. What future do you want?

  • Time is money.Money is time. Don’t waste either. Rethink the relationship between time, money, and your life.

  • Life and money are a critical relationship. People spend more than 7 hours researching what car to buy, and over 8 hours planning for a vacation yet many spend less than an hour on planning the most important vacation of their lives…. Their retirement.

  • Change is a certainty. The great thing about the ability to choose is that you’re not stuck with you.

  • All accountability rests with you. If you keep doing what you've kept doing, you'll keep getting what you've kept getting.

  • You can win. Winning is a choice.