Who we are

Our Belief

What we believe can best be summarized in two quotes:


“It's more important to avoid the losses than to pick the winners.”

                                                                                      ~ Unknown


“Anyone may arrange his affairs so that his taxes shall be as low as possible;

he is not bound to choose that pattern which best pays the treasury.

There is not even a patriotic duty to increase one's taxes.”

                                                                  ~ Judge Learned Hand


Our Mission

Educate people about how their money really works.

Limit wealth lost to fees, taxes, and market volatility.

Help people keep more of their hard earned wealth so they can spend and enjoy it throughout their lifetime.


Our Vision

Build a national community of educated individuals who have control of their wealth and can live free from worry about their money and retirement.


Our Goal

Improve net worth. Reduce tax liability. Increase cash flow.