About Us

We are financial educators and CPA Team Based Model consultants who offer proactive and holistic planning to our clients. We help create the most highly customized and compliant planning solutions that are available today.


A Commitment to Financial Literacy

To educate, enlighten and empower people with the information and tools they need to make better financial decisions and to gain control of their financial future.

We understand the challenges families face today because we all have families of our own.

Managing debt, saving for college and retirement, and planning for the unplanned can all be overwhelming and confusing. Our commitment is to utilize all of our resources to help you pursue your goals.

We think “outside of the box” we’re not afraid to challenge conventional wisdom in our approach to teaching financial literacy and strategies to create and preserve wealth, rather than building on the agendas of financial institutions, Wall Street and the government.

Financial literacy and the application of that knowledge has the power to transform lives…

that’s the reason that it is at the heart of everything we do.


Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.  As financial professionals and educators, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients and students to evaluate those opportunities and get in position to reap those rewards. We simply enjoy helping people build a solid financial foundation for the future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office.