The Most Important Things
in Life are Hardly Ever Urgent

Empowering clients with knowledge and ideas to build,
protect & preserve their wealth

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About Our Firm

For most of us, life is busier than ever. It can often feel as though we don't have enough time to get everything done. Consequently, we tend to spend our time on the most urgent issues in our lives, leaving our long-term planning for later. The most important things in life are hardly ever urgent.

Our Mission is to assist our clients in establishing ‘crystal clear’ goals and objectives, and provide solutions to help them achieve their financial dreams. We empower our clients with knowledge and ideas on ways to maximize their financial wealth.

The success of our long-term client relationships is attributed to continuous open communication and trust. Our resources, integrity, and commitment provide families and businesses with safety, security, and ultimately peace of mind.


We simplify complex financial concepts and give you a clear understanding of where you are compared to where you want to be. Then we show you what you need to do to get there.


We never serve you reactively or thoughtlessly. We consider your best interest and execute every conversation, meeting, and task with thoughtful, intentional care.


We become your financial guide, and our job is to make sure you’re on the right path. We’re here to answer questions, offer advice, and keep you accountable as you pursue your goals.

Serving Clients Nationwide

With offices in California and Tennessee, we serve clients throughout the country both in-person and virtually.


  • Virtual Health Care Is Here to Stay

    Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.

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