Creating financial freedom doesn't have to be complicated. It's all about following tried and true principles that lead to success. You don't need to be a millionaire (or even want to be one) in order for you to be wealthy and free. Below are some of the things we'll focus on to get you on track for Financial Freedom.

Financial Coaching

Let’s look at your short and long term objectives. What do you want to accomplish with your money?

Tax Planning

You’re paying too much in taxes. Let’s figure out where you’re overpaying so you can keep more of your hard-earned money.

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Asset Counseling

We'll analyze your asset portfolio, finding its strengths and weaknesses to see where
​we can balance and diversify.

Speaking Engagements

Need a financial expert to speak at your gathering? I cover a variety of financial topics and tailor my message to your specific audience.

Teach A Class

Whether it’s teaching military personnel, teachers, employees or business owners, I dive into any topic in the financial field. In a classroom setting we can delve deep into your chosen topic.

Seminars (Half day & Full)

Full (6 hour) and half (3 hour) seminar options available. In my seminars I cover a variety of financial topics. Prepackaged programs are available, or I can tailor the seminar to your specific objectives.

Are You Ready To Achieve Your Financial Objectives?

"The system you are using is perfectly designed to obtain the results you are getting."
- W. EDWARDS DEMING