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Our Mission image
Headquartered in Los Angeles and fully licensed with Life, Health, and Securities credentials, we emphasize an educational approach that empowers people to take control of their financial future. We do this by building personalized solutions for individuals, families, and small business owners.

We are uncompromising in our commitment to service. Offering a platform of products from top rated firms equally committed to service and integrity, we also provide a series of financial workshops found in very few other places.

Perhaps the most profound aspect of all is that our one-to-one focus is centered on serving those who have decided to take charge of their future instead of leaving their financial well-being to a typical advisor.

Call us, click the schedule a consultation link, or use the contact form at the bottom of this page to discuss how we may serve you.

“The will to be successful is not nearly as important as the will to prepare to be successful.”

— John H. Venson Sr.

Learn more about our team leader at     

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Financial Education is a Cornerstone of prosperity image
Becoming educated about how money works makes an enormous difference in how much you accumulate, and how much you keep.

We steadfastly believe that understanding the different types of money, our monetary system, and financial concepts such as compound interest, taxes, insurance coverages, retirement, and estate preservation are the keys to our ability to prosper as individuals, families, communities, and society as a whole.

We offer access to in person, video conference, and online financial education workshops that are found in very few other places. Contact us to learn more.

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The types of Insurance everyone should have image
There are a few types of insurance everyone should have. Most people believe the primary coverage they need is health insurance. While this is a good start, it falls far short of what you may need if your health is impacted, or if anything else happens. Disability, Hospital, Long Term Care, and Life insurance are also essential.

Life Insurance with living benefits can enable your family can keep their current standard of living if you are no longer here, or can no longer earn a living due to health reasons. Life Insurance is also a tool used to build and maintain financial independence. It can avoid taxes, and provide a tremendous source of additional funds for you and your loved ones.

Click here to discover 9 Myths about Life Insurance

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Retirement Planning: What you should know image
Retirement Planning is much more than an investment account that may not have enough in it for you to live the lifestyle you desire later in life. When you decide to stop working, or can no longer work, you should have several key things in place.

You should know EXACTLY how much money you will need to meet your desired standard of living in the future. This includes, but is not limited to:

  • A personal understanding of basic financial concepts including compound interest, inflation, taxes, and what assets and liabilities really are. 
  • The proper amount and type of life insurance that is best for your needs (You may need more than one type and/or policy)
  • A plan for long term care needs
  • Five to seven passive income stream sources
  • An Advance Healthcare Directive and Power of Attorney
  • An estate plan that fits your individual needs which includes a will and a trust.

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Isn't financial and retirement planning only for people with a certain amount of money?

Everyone, we repeat, everyone, should know how they can make money work for them instead of only working for money. Having a plan to gain better control of your finances is vital no matter the amount of money you start with.

Without proper financial and retirement planning you could find yourself on the outside looking in at your future wishes and dreams. Don't leave it to chance.

Create a plan and take an active role in living the life you want for both the present time, and when you are ready to stop working.

I'm young, should I be thinking about retirement already?

Retirement is about having income you don't have to work for which pays for all of your living expenses. It is not about your age. The smart thing is to start thinking of what having enough money would look like as soon as possible.

Then, develop a solid strategy that involves more than just saving. This includes passive income streams from various sources. Remember, you are not free unless you are financially free.

How long do you want to wait to take control of your money and your future?

Doesn't my workplace have my retirement taken care of?

The answer to that question the vast majority of the time is a resounding NO. Companies are responsible for producing results for their shareholders. Workers are almost always secondary if not even less of a priority.

There is no one more invested in your financial future than you. If you don't take a hands on approach and put a plan of your own together it is likely you will find yourself out in the cold.

This plan can include employer benefits, but by no means should that be your only plan.

How much should retirement planning cost?

From the premiums you might pay for the right type of insurance, to creating the documents that give the instructions for what to do if you are incapacitated, the cost of putting an effective and professionally crafted plan in place is well worth it.

That being established, retirement planning services range typically from $1000 to $2000 to design and build. However, our team is focused on bringing those costs to within reach of more Americans, and instead of a "one size fits all" fee, we tailor our pricing schedule for the individual.

Call or click for details.

I'm reaching what is considered to be traditional retiremement age. Isn't it too late for me?

We believe it is never too late to take control of your future. No matter what your age, there are solutions we can put in place to help you reach your goals.

One of the first steps is to start with a needs and goals analysis. Then we can determine what should be built into your time horizon to work towards meeting those goals.

I'm interested in becoming a professional in the financial industry. Where can I get started?

If you would like to learn more about becoming a professional in the highest paying industry on the planet, and how you can contribute to making a difference in the financial future for others, fill out the contact form, text, email, or call us.

  • 11601 Wilshire Boulevard, Suite 548A Los Angeles, CA 90025