Tell me and I’ll forget, show me and I may remember, involve me and I will understand.
— Chinese Proverb

This Chinese proverb explains my practice plain and simple. I have the fiduciary mentality in helping clients attain their retirement goals and aspirations. Over the years, I have come to appreciate the fact that people don’t care how much you know until they know how much you care. 

If your goal is to protect and safely grow your hard-earned money, and have a secure retirement you can predict and count on, then you may want to reconsider the traditional advice that you have been given over the years. During the past 2 market “corrections”, we have seen countless lives turned upside down by “financial advisors” risking clients’ money that they could not afford to lose. Although money isn’t the most important thing in life, it does have an undeniable impact on our personal, physical and emotional health.

Most people have an “investment plan”, but are not familiar with a “tax free income plan”.  For the average person, the reason they are saving and investing their money in a 401(k) or similar plan is to allow them to “retire” at some point down the road.  These plans defer the taxes on this savings plan but they also defer or postpone the tax calculation which is a big unknown. Now their savings money becomes tax infested. We can help you engineer a tax free income plan of your own.

Our plans are safe, offer predictable growth, and allow liquid access to the client’s money. It’s the combination of these characteristics that give our clients Peace of Mind and Control over their financial future.


If you have any questions, feel free to contact me.  Also check out the Risk Fingerprint to help objectively measure your desired level of risk.  This can be matched up with a plan that fits you.