Broker Check

EXPERIENCE
OPTIMAL
FINANCIAL
WELLNESS


What's Your Level of Financial Wellness?

Score Yourself Here

How your life can get better with
Optimal Financial Wellness

You have financial clarity and confidence

Your financial future stops being overwhelming and scary

You're excited about your dreams again

Every financial goal becomes more achievable 


What does Optimal Financial Wellness look like?

It looks awesome.

It's achieving the optimum financial health possible in your present circumstances.

It means you have the capacity to successfully capture opportunities and overcome expected and unexpected life events.

Your financial decisions are holistic, coordinated and integrated.

You are optimally protected. You're a world class saver.

You've achieved financial balance, efficiency, and optionality.

Explore the opportunities to enhance your financial wellness.

The Elusive Element - Financial Balance

Financial balance is the rare, yet essential, foundation of financial wellness. I'm often told "I don't know that you can help me-I'm only doing my 401(k)." A 401(k) can be beneficial but not when it's the dominant piece of a financial picture.

Survival is the only road to riches.

-Peter Bernstein, Against The Gods

Your Opportunity for a
Complimentary Discovery Conversation

I know what it feels like to be overwhelmed with work, life and yet still have to worry about making great financial decisions. I also know what it's like to struggle with my own complexities and balance, enjoying life now, and preparing for my future life.

That’s why I decided to offer my visitors a complimentary session.  You'll experience the opportunity to add uncommon knowledge and a verifiable, holistic technology to your future dreams.

Join me for 30 minutes and we'll take a financial load off your shoulders by simplifying what really needs to be done to create optimal financial wellness.

Request A Wellness Checkup Today
The Path of Confidence-for Upper Income Families

The Path of Confidence-for Upper Income Families

You're 20 years or more away from retirement.

You have many competing interests along the way

You want a success track that creates confident abundance now and in the future.

Get Started Today
The Retire Once Experience™

The Retire Once Experience™

You're retired or within 15 years of living off your balance sheet.

You have a movie in your mind of your desired retirement life. You have new risks and new opportunties.

You want to Retire Once, Retire on Time and Retire Well™

Get Started Today
Your Business is Your Baby

Your Business is Your Baby

Your business is the life blood and biggest asset of your financial life. 

It's the source of cash flow for you and your family, your employees and their families.

It deserves to be optimized, protected and deliver you full value.

Get Started Today
Request A Wellness Checkup Today

Get in touch with us!

Thank you!
Oops!