PROTECT ~ PRESERVE ~ PROSPER
"If you are not financially independent by the time you are 40 or 50, it doesn’t mean that you are living in the wrong country or at the wrong time, it simply means that you have the wrong plan." - Jim Rohn
The first step in creating True Wealth is to ensure that you protect your assets before disaster strikes.
Threats to your wealth include a poor credit rating, identity theft, legal assaults, accidents & sickness, probate, taxation, malware & computer hacks, just to name a few. We offer a variety of services to assist you in protecting your assets.
The super wealthy never make a financial move without first protecting what they have.
Once you have your assets protected, the next step in creating True Wealth is to ensure that you preserve your assets using proper money management techniques, investments in hard tangible assets that stand that test of time, and tax advantageous strategies that minimize leakage to the taxing authorities.
We assist individuals, businesses, and trusts in all of these aspects of financial money management.
Now that you have the basics covered, it's time to prosper your wealth by adding additional sources of income to your portfolio, and investing excess cash into assets that will produce both residual income streams and long-term capital gains. Diversification into registered and unregistered accounts, within those accounts, and across asset classes is the key to wealth creation. True Wealth is about leaving a legacy for generations to come.
Using the time-tested Hidden Strategies and Investment Secrets of the Ultra-Rich, we help you "Learn from History and Reap the Rewards!"
Business owners, like individuals, have ongoing daily expenses and budgets they must work within in order to remain profitable. Many of those expenses are necessary tools to run a business, and most owners are too busy to examine their ongoing suitability and cost effectiveness once a service is acquired. Whether it be your credit & debit card processing needs; business phone systems, internet, and cellular communications; employee & tenant background checks; utilities (gas, electricity, or solar); computer IT support; identity & credit protection; tax preparation, legal and credit management services; security monitoring & automation employee medical, dental, insurance, or estate planning services, we are here to help!
Using our proprietary cost comparison tools, we can help make such decisions easier for you, and then negotiate better rates with your many providers. Let us do the heavy lifting while you manage your daily operation. Simply click on the Business Services banner or one of the services buttons to learn more.
tools for business
Join a Webinar
Use a Calculator
Watch a Video
Manage your Money in Mint