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Our Commitment

Wealth Planning For Everyday American Families

As you know and probably will agree, most individuals are primarily invested in Qualified Funds (IRA, 401k, 403b, 457, 529 College Savings Plans, VA, VUL, Real Estate, etc.) and consistently struggle with trying to determine the best investment strategies for their accounts, balancing growth against market volatility, and understanding when to be in or out of the market, while also keeping investment fees and AUM costs under control. The primary strategy used to manage these accounts and the one recommended by Wall Street is “Buy & Hold”. Quite frankly, this strategy leaves much to be desired and is responsible for many Americans losing up to 40% of their investment accounts … not once, but twice over the past 15 years.

When providing financial advice and managing portfolios, our financial advisors emphasize this question: what are you doing TODAY that you did not do YESTERDAY to make your TOMORROW better than TODAY?

Now more than ever, families need someone to help them navigate their financial affairs. Unfortunately, most American families usually avoid the services of a financial advisor for two simple reasons:

  • Most Americans view financial consultants as being similar to product salesmen—people that do not have their best interest in mind and are instead solely focused on selling a product to make their next paycheck. Unfortunately, this has been true since many financial advisors—for lack of a better analogy—have simply sold individuals a boat to operate on dry land.
  • Most Americans perceive that engaging the services of a professional financial planner is a luxury they can’t afford in today’s economic environment.

We feel differently! We believe that like every road trip should begin with a good road map for plotting your travel course, so must every family have a financial roadmap to guide their financial journey, wealth acceleration, and financial empowerment. In keeping with this mindset of helping as many families reach financial independence as possible, we feel that our interest must also align with our clients. To show our firm commitment to this objective, while setting us apart from our competitors, our innovative Wealth Creation, Acceleration, and Preservation ( Wealth CAP) advisory process is:

  • A very affordable fixed annual fee (basically anyone can afford)
  • The fixed annual fee is NOW PERFORMANCE BASED. In other words, if we can’t make you money, YOU DO NOT PAY US PERIOD!

This is the new deal—our guarantee to American families! Our goal is to help families bridge the financial and investment planning gap by providing them with much-needed quality and professional financial advisory services at rates that are affordable for average Americans.