From oblivious to unstoppable!

Our core business is providing Real Estate Integrated & Self-Directed Retirement Planning, Asset Protection, Estate & Tax Planning to businesses, home owners and real estate investors.

Every day, our job is to help our clients to and through their retirement.  As a result, every day, we fix broken retirement plans, putting them back on track to make up for both lost time and for insufficient savings.  For those fortunate enough to have retirement plans that are not broken, we will make them better.  Either way, broken or not, we can help.  We help by teaching our clients how to make Better, Smarter, Safer choices and financial decisions about their retirement today, so that tomorrow they can begin to live the life they really want.  So that tomorrow they can begin to live the life they dream of, a less stressful and a more fulfilling life.

Our process starts by taking our clients from oblivious to a painful awareness of the problems they face.  This realization provides them with needed clarity and becomes the foundation of their plan.  Next, we help our clients to identify the opportunities before themselves and to acknowledge the personal strengths and abilities they already possess.  These opportunities and strengths provide the fuel and the fundamental tools we need to attain their goals.  Then, we create a compelling future and replace their short-term discipline with a long-term and a much more powerful emotion, desire.  This shifts their motivation from "have to" to "want to" do what it takes to get the job done and dramatically increases the likelihood that it will actually happen.  Finally, we develop a detailed plan to resolve their issues and accomplish their goals by exploiting their opportunities and personal strengths.  Now, with a laser focus on what needs to be done, a plan to do it and an overwhelming desire to make it happen, our clients have the clarity, confidence and capacity they need to successfully execute their plans and achieve their all their financial goals with certainty.

This is the Lifetime Paradigm, a new perspective on financial planning and a Better, Smarter, Safer Way to a more fulfilling life.